Filed January 1, 2012
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,960 | $142,480+5.3% | $112,040+33.8% | $142,480+5.3% |
| Participation rate | 94.2% | 76.2%+18.0pp | 76.5%+17.7pp | 76.2%+18.0pp |
| Annual return | 19.11% | 16.32%+2.8pp | 24.52%-5.4pp | 16.32%+2.8pp |
| Employer contribution / active EE | $4,627 | $3,867+19.6% | $2,954+56.6% | $3,867+19.6% |
| Participant deferral / active EE | $8,213 | $6,807+20.7% | $5,098+61.1% | $6,807+20.7% |
| Admin fee / account holder | $0 | $307-100.0% | $12,098-100.0% | $307-100.0% |