Filed December 22, 2005
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 | $56,776 | $53,822+5.5% | $75,696-25.0% | $85,850-33.9% |
| Participation rate | 91.9% | 69.1%+22.8pp | 74.8%+17.1pp | 69.3%+22.6pp |
| Annual return | 12.67% | 24.54%-11.9pp | 104.53%-91.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $538 | $2,017-73.3% | $2,743-80.4% | $2,565-79.0% |
| Participant deferral / active EE | $2,947 | $2,895+1.8% | $3,821-22.9% | $3,952-25.4% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |