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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,945 | $112,623+47.3% | $106,201+56.3% | $199,768-16.9% |
| Participation rate | 95.8% | 86.2%+9.6pp | 75.3%+20.6pp | 72.0%+23.8pp |
| Annual return | 11.56% | 15.57%-4.0pp | 116.26%-104.7pp | 34.26%-22.7pp |
| Employer contribution / active EE | $8,607 | $4,575+88.1% | $3,170+171.5% | $3,037+183.4% |
| Participant deferral / active EE | $10,365 | $6,659+55.6% | $5,012+106.8% | $5,090+103.6% |
| Admin fee / account holder | $0 | $107-100.0% | $11,039-100.0% | $269-100.0% |