Filed January 29, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,547 | $244,991+48.4% | $106,213+242.3% | $106,382+241.7% |
| Participation rate | 93.9% | 88.4%+5.5pp | 75.3%+18.6pp | 69.9%+24.0pp |
| Annual return | 12.23% | 13.48%-1.3pp | 116.14%-103.9pp | 17.37%-5.1pp |
| Employer contribution / active EE | $12,806 | $8,816+45.3% | $3,171+303.8% | $3,364+280.7% |
| Participant deferral / active EE | $14,996 | $11,442+31.1% | $5,016+199.0% | $5,569+169.3% |
| Admin fee / account holder | $0 | $88-100.0% | $11,033-100.0% | $79-100.0% |