Filed January 6, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,170 | $115,744-2.2% | $100,391+12.7% | $199,593-43.3% |
| Participation rate | 96.3% | 85.7%+10.6pp | 81.5%+14.8pp | 72.0%+24.3pp |
| Annual return | 15.05% | 17.79%-2.7pp | 49.20%-34.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $3,233 | $3,657-11.6% | $3,942-18.0% | $3,034+6.6% |
| Participant deferral / active EE | $5,192 | $9,844-47.3% | $8,082-35.8% | $5,087+2.1% |
| Admin fee / account holder | $124 | $93+33.6% | $7,899-98.4% | $269-53.9% |