Filed December 2, 2011
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,085 |
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 | $23,133 | $39,458-41.4% | $60,547-61.8% | $55,191-58.1% |
| Participation rate | 93.8% | 59.6%+34.2pp | 68.0%+25.8pp | 69.2%+24.6pp |
| Annual return | 2.18% | 3.35%-1.2pp | 335.64%-333.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $764 | $1,210-36.8% | $2,419-68.4% | $1,899-59.7% |
| Participant deferral / active EE | $2,240 | $2,140+4.7% | $3,328-32.7% | $3,046-26.5% |
| Admin fee / account holder | $28 | $95-70.3% | $4,536-99.4% | $91-68.9% |