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 | $293,576 | $185,545+58.2% | $90,749+223.5% | $89,394+228.4% |
| Participation rate | 94.8% | 85.0%+9.8pp | 75.7%+19.1pp | 71.3%+23.5pp |
| Annual return | -14.26% | -13.56%-0.7pp | -12.16%-2.1pp | -11.89%-2.4pp |
| Employer contribution / active EE | $12,897 | $7,210+78.9% | $2,921+341.6% | $3,022+326.8% |
| Participant deferral / active EE | $14,804 | $9,550+55.0% | $4,564+224.3% | $5,123+189.0% |
| Admin fee / account holder | $0 | $100-100.0% | $8,445-100.0% | $79-100.0% |