Filed May 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,888 | $63,355-40.2% | $91,989-58.8% | $72,985-48.1% |
| Participation rate | 85.1% | 72.5%+12.5pp | 78.6%+6.4pp | 69.5%+15.6pp |
| Annual return | 22.94% | 35.35%-12.4pp | 69.02%-46.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $410 | $2,116-80.6% | $3,452-88.1% | $2,440-83.2% |
| Participant deferral / active EE | $1,890 | $4,883-61.3% | $5,923-68.1% | $3,607-47.6% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |