Filed December 2, 2011 (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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,492 | $97,018+111.8% | $149,696+37.3% | $106,222+93.5% |
| Participation rate | 97.9% | 67.0%+31.0pp | 82.5%+15.5pp | 70.8%+27.1pp |
| Annual return | 15.38% | 24.13%-8.8pp | 276.60%-261.2pp | 21.69%-6.3pp |
| Employer contribution / active EE | $4,752 | $2,520+88.6% | $4,644+2.3% | $2,723+74.5% |
| Participant deferral / active EE | $11,181 | $5,988+86.7% | $6,842+63.4% | $4,600+143.1% |
| Admin fee / account holder | $81 | $72+12.0% | $9,309-99.1% | $78+3.0% |