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 | $83,367 | $60,795+37.1% | $69,455+20.0% | $65,185+27.9% |
| Participation rate | 99.1% | 74.9%+24.3pp | 74.6%+24.5pp | 70.2%+28.9pp |
| Annual return | 19.45% | 17.46%+2.0pp | 28.97%-9.5pp | 29.38%-9.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,832 | $3,162+179.3% | $3,535+149.8% | $3,514+151.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |