Filed August 28, 2007 (most recent of 3 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 | $138,027 | $74,552+85.1% | $62,995+119.1% | $69,631+98.2% |
| Participation rate | 75.8% | 78.3%-2.5pp | 74.8%+1.0pp | 70.7%+5.1pp |
| Annual return | 15.35% | 15.77%-0.4pp | 87.57%-72.2pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $5,114 | $2,929+74.6% | $2,759+85.4% | $2,032+151.7% |
| Participant deferral / active EE | $2,186 | $2,974-26.5% | $3,329-34.4% | $3,224-32.2% |
| Admin fee / account holder | $7 | $59-87.5% | $3,600-99.8% | $110-93.3% |