Filed August 30, 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 | $75,344 | $45,602+65.2% | $117,472-35.9% | $66,914+12.6% |
| Participation rate | 87.3% | 57.6%+29.6pp | 70.6%+16.7pp | 69.8%+17.5pp |
| Annual return | -10.45% | -16.74%+6.3pp | 29.74%-40.2pp | 1.58%-12.0pp |
| Employer contribution / active EE | $4,154 | $1,579+163.1% | $4,176-0.5% | $2,544+63.3% |
| Participant deferral / active EE | $5,818 | $2,845+104.5% | $4,070+42.9% | $4,237+37.3% |
| Admin fee / account holder | $1 | $661-99.8% | $5,645-100.0% | $593-99.8% |