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 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 | $120,656 | $80,360+50.1% | $90,160+33.8% | $77,958+54.8% |
| Participation rate | 97.3% | 81.9%+15.4pp | 76.9%+20.4pp | 71.6%+25.7pp |
| Annual return | 16.92% | 24.56%-7.6pp | 34.88%-18.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $3,023 | $2,326+30.0% | $3,318-8.9% | $2,310+30.8% |
| Participant deferral / active EE | $4,413 | $5,829-24.3% | $5,288-16.5% | $3,537+24.8% |
| Admin fee / account holder | $4 | $64-94.3% | $5,943-99.9% | $97-96.2% |