Filed February 17, 2006
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,148 | $45,073+82.3% | $69,455+18.3% | $72,985+12.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.11% | 22.65%+0.5pp | 28.97%-5.9pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,284 | $2,054+59.9% | $2,779+18.2% | $2,440+34.6% |
| Participant deferral / active EE | $4,528 | $2,602+74.0% | $3,535+28.1% | $3,607+25.5% |
| Admin fee / account holder | $1,252 | $3,056-59.0% | $3,839-67.4% | $5,124-75.6% |