Filed November 26, 2012 (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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $8,296 | $46,732-82.2% | $156,549-94.7% | $55,167-85.0% |
| Participation rate | 93.0% | 65.8%+27.2pp | 84.0%+9.0pp | 69.0%+24.0pp |
| Annual return | 6.22% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $581 | $2,105-72.4% | $5,501-89.4% | $1,963-70.4% |
| Participant deferral / active EE | $1,718 | $2,204-22.1% | $4,871-64.7% | $3,054-43.7% |
| Admin fee / account holder | $2 | $418-99.4% | $13,027-100.0% | $504-99.5% |