Filed February 21, 2006 (most recent of 2 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,423 | $40,256+25.3% | $57,343-12.1% | $59,632-15.4% |
| Participation rate | 96.7% | 69.2%+27.6pp | 75.1%+21.6pp | 68.7%+28.1pp |
| Annual return | 12.26% | 27.49%-15.2pp | 24.39%-12.1pp | 2041.28%-2029.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,579 | $2,399+90.8% | $3,162+44.8% | $3,192+43.5% |
| Admin fee / account holder | $41 | $2,818-98.6% | $3,356-98.8% | $4,297-99.1% |