Filed June 17, 2014
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 6-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,407 | $50,815-44.1% | $155,509-81.7% | $77,643-63.4% |
| Participation rate | 91.7% | 63.1%+28.6pp | 78.2%+13.5pp | 70.6%+21.1pp |
| Annual return | 15.35% | 34.80%-19.5pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,544 | $1,993+27.7% | $4,672-45.6% | $2,726-6.7% |
| Participant deferral / active EE | $4,258 | $2,822+50.9% | $5,626-24.3% | $4,647-8.4% |
| Admin fee / account holder | $291 | $437-33.3% | $15,912-98.2% | $430-32.4% |