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 | $68,505 | $43,327+58.1% | $59,878+14.4% | $64,186+6.7% |
| Participation rate | 97.9% | 69.2%+28.7pp | 74.7%+23.2pp | 69.6%+28.3pp |
| Annual return | -3.47% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,028 | $2,028+49.3% | $2,722+11.3% | $2,381+27.2% |
| Participant deferral / active EE | $3,955 | $2,546+55.4% | $3,402+16.3% | $3,470+14.0% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |