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 | $62,633 | $50,637+23.7% | $86,590-27.7% | $62,292+0.5% |
| Participation rate | 56.2% | 67.9%-11.7pp | 73.5%-17.4pp | 69.5%-13.3pp |
| Annual return | 16.43% | 20.80%-4.4pp | 964.84%-948.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,470 | $2,611+71.2% | $3,609+23.9% | $3,169+41.1% |
| Admin fee / account holder | $27 | $413-93.6% | $4,906-99.5% | $479-94.5% |