Filed November 29, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,086 | $52,884+55.2% | $84,750-3.1% | $55,167+48.8% |
| Participation rate | 96.7% | 67.5%+29.1pp | 76.6%+20.1pp | 69.0%+27.7pp |
| Annual return | 7.29% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,671 | $2,233+19.6% | $3,574-25.3% | $1,963+36.1% |
| Participant deferral / active EE | $7,844 | $2,644+196.7% | $3,712+111.3% | $3,054+156.8% |
| Admin fee / account holder | $365 | $581-37.2% | $5,332-93.2% | $504-27.6% |