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 | $91,478 | $58,726+55.8% | $92,233-0.8% | $62,292+46.9% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.5%+20.9pp | 69.5%+27.9pp |
| Annual return | 17.22% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,404 | $2,392+42.3% | $3,679-7.5% | $2,042+66.7% |
| Participant deferral / active EE | $9,154 | $2,766+231.0% | $3,897+134.9% | $3,169+188.9% |
| Admin fee / account holder | $375 | $556-32.6% | $5,194-92.8% | $479-21.8% |