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 | $154,933 | $104,631+48.1% | $98,439+57.4% | $80,160+93.3% |
| Participation rate | 95.5% | 87.5%+7.9pp | 75.2%+20.3pp | 72.9%+22.6pp |
| Annual return | 15.44% | 34.72%-19.3pp | 21.16%-5.7pp | 40.38%-24.9pp |
| Employer contribution / active EE | $8,416 | $4,517+86.3% | $3,048+176.1% | $2,978+182.6% |
| Participant deferral / active EE | $10,027 | $6,545+53.2% | $4,738+111.6% | $5,017+99.8% |
| Admin fee / account holder | $0 | $105-100.0% | $8,948-100.0% | $145-100.0% |