Filed December 11, 2006 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,312 | $66,813-15.7% | $100,516-44.0% | $73,488-23.4% |
| Participation rate | 80.7% | 77.5%+3.2pp | 79.4%+1.3pp | 70.7%+10.0pp |
| Annual return | 18.21% | 25.70%-7.5pp | 30.89%-12.7pp | 28.51%-10.3pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,622 | $5,883-55.4% | $6,270-58.2% | $3,740-29.9% |
| Admin fee / account holder | $12 | $512-97.7% | $8,081-99.9% | $513-97.7% |