Filed December 3, 2005
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 6-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,377 | $43,423+50.6% | $78,689-16.9% | $55,167+18.5% |
| Participation rate | 48.1% | 68.0%-19.9pp | 73.6%-25.4pp | 69.0%-20.9pp |
| Annual return | 8.59% | 11.53%-2.9pp | 62.18%-53.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,922 | $2,509+56.3% | $3,517+11.5% | $3,054+28.4% |
| Admin fee / account holder | $27 | $416-93.5% | $4,510-99.4% | $504-94.7% |