Filed October 15, 2007
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 9-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 | $65,361 | $76,050-14.1% | $96,544-32.3% | $71,457-8.5% |
| Participation rate | 75.7% | 74.4%+1.3pp | 76.0%-0.3pp | 67.9%+7.8pp |
| Annual return | 20.19% | 22.81%-2.6pp | 25.84%-5.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,621 | $2,244+16.8% | $2,965-11.6% | $2,588+1.3% |
| Participant deferral / active EE | $4,891 | $4,215+16.0% | $4,851+0.8% | $4,289+14.0% |
| Admin fee / account holder | $170 | $2,707-93.7% | $8,252-97.9% | $1,587-89.3% |