Filed February 7, 2006 (most recent of 2 filings on file)
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.
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 | $46,452 | $83,884-44.6% | $64,056-27.5% | $74,419-37.6% |
| Participation rate | 79.0% | 76.6%+2.4pp | 72.3%+6.7pp | 70.7%+8.2pp |
| Annual return | 13.70% | 16.57%-2.9pp | 33.69%-20.0pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,124 | $3,084-63.6% | $2,747-59.1% | $2,637-57.4% |
| Participant deferral / active EE | $1,983 | $3,692-46.3% | $3,880-48.9% | $4,528-56.2% |
| Admin fee / account holder | $181 | $196-7.5% | $3,068-94.1% | $348-47.9% |