Filed May 1, 2015 (most recent of 10 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $104,041 | $89,739+15.9% | $149,718-30.5% | $62,292+67.0% |
| Participation rate | 90.2% | 85.1%+5.1pp | 87.1%+3.1pp | 69.5%+20.6pp |
| Annual return | 21.04% | 21.01%0pp | 1501.63%-1480.6pp | 28.90%-7.9pp |
| Employer contribution / active EE | $4,503 | $3,233+39.3% | $5,445-17.3% | $2,042+120.5% |
| Participant deferral / active EE | $2,636 | $4,797-45.1% | $6,569-59.9% | $3,169-16.8% |
| Admin fee / account holder | $20 | $551-96.4% | $11,283-99.8% | $479-95.8% |