Filed May 8, 2006
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 | $78,378 | $45,035+74.0% | $62,995+24.4% | $70,131+11.8% |
| Participation rate | 96.6% | 69.5%+27.1pp | 74.8%+21.8pp | 69.5%+27.1pp |
| Annual return | 98.43% | 18.76%+79.7pp | 87.57%+10.9pp | 73.14%+25.3pp |
| Employer contribution / active EE | $3,238 | $2,051+57.8% | $2,759+17.4% | $2,342+38.2% |
| Participant deferral / active EE | $4,140 | $2,465+68.0% | $3,329+24.3% | $3,332+24.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |