Filed January 23, 2015 (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).
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 | $97,111 | $51,769+87.6% | $57,343+69.4% | $52,331+85.6% |
| Participation rate | 94.7% | 75.2%+19.5pp | 75.1%+19.6pp | 68.1%+26.6pp |
| Annual return | 1.84% | 2.43%-0.6pp | 24.39%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,552 | $2,335+9.3% | $2,689-5.1% | $1,882+35.6% |
| Participant deferral / active EE | $3,865 | $2,794+38.3% | $3,162+22.2% | $3,022+27.9% |
| Admin fee / account holder | $9 | $295-97.1% | $3,356-99.7% | $592-98.5% |