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.
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 | $94,686 | $53,822+75.9% | $75,696+25.1% | $85,850+10.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 16.21% | 24.54%-8.3pp | 104.53%-88.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,086 | $2,017+53.0% | $2,743+12.5% | $2,565+20.3% |
| Participant deferral / active EE | $4,776 | $2,895+65.0% | $3,821+25.0% | $3,952+20.9% |
| Admin fee / account holder | -$1,785 | $3,343-153.4% | $3,619-149.3% | $6,260-128.5% |