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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,989 | $136,266-4.6% | $90,749+43.2% | $77,904+66.9% |
| Participation rate | 95.0% | 86.6%+8.3pp | 75.7%+19.3pp | 73.7%+21.3pp |
| Annual return | -13.21% | -11.32%-1.9pp | -12.16%-1.0pp | 12.21%-25.4pp |
| Employer contribution / active EE | $9,336 | $4,215+121.5% | $2,921+219.6% | $2,848+227.9% |
| Participant deferral / active EE | $11,285 | $6,353+77.6% | $4,564+147.3% | $4,806+134.8% |
| Admin fee / account holder | $0 | $399-100.0% | $8,445-100.0% | $133-100.0% |