Filed September 23, 2009 (most recent of 2 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $173,761 | $124,049+40.1% | $95,952+81.1% | $93,223+86.4% |
| Participation rate | 97.4% | 88.4%+9.0pp | 77.1%+20.3pp | 74.9%+22.4pp |
| Annual return | 18.59% | 22.17%-3.6pp | 91.61%-73.0pp | 19.29%-0.7pp |
| Employer contribution / active EE | $4,980 | $3,478+43.2% | $2,541+96.0% | $2,680+85.8% |
| Participant deferral / active EE | $12,248 | $6,147+99.3% | $4,167+193.9% | $4,563+168.4% |
| Admin fee / account holder | $134 | $73+84.2% | $6,795-98.0% | $79+69.0% |