Filed March 9, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,716 | $72,388+250.5% | $111,392+127.8% | $64,186+295.3% |
| Participation rate | 91.0% | 70.5%+20.5pp | 78.9%+12.2pp | 69.6%+21.5pp |
| Annual return | 18.97% | -1.50%+20.5pp | -2.06%+21.0pp | 7.63%+11.3pp |
| Employer contribution / active EE | $7,634 | $3,000+154.5% | $4,328+76.4% | $2,381+220.7% |
| Participant deferral / active EE | $11,091 | $4,241+161.5% | $5,567+99.2% | $3,470+219.7% |
| Admin fee / account holder | $905 | $5,719-84.2% | $12,266-92.6% | $4,888-81.5% |