Filed August 21, 2017
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,460 | $69,305-51.7% | $82,313-59.4% | $69,631-51.9% |
| Participation rate | 73.6% | 80.3%-6.6pp | 76.9%-3.2pp | 70.7%+3.0pp |
| Annual return | 27.97% | 21.47%+6.5pp | 25.88%+2.1pp | 27571.02%-27543.1pp |
| Employer contribution / active EE | $3,011 | $1,887+59.6% | $2,428+24.0% | $2,032+48.2% |
| Participant deferral / active EE | $6,004 | $3,568+68.2% | $3,706+62.0% | $3,224+86.2% |
| Admin fee / account holder | $12 | $97-88.0% | $5,608-99.8% | $110-89.4% |