Filed November 9, 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.
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 | $76,866 | $55,002+39.8% | $59,878+28.4% | $56,287+36.6% |
| Participation rate | 99.1% | 75.9%+23.1pp | 74.7%+24.4pp | 69.9%+29.2pp |
| Annual return | -3.95% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,150 | $3,121+193.2% | $3,402+169.0% | $3,350+173.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |