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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,257 | $91,762-49.6% | $67,502-31.5% | $77,643-40.4% |
| Participation rate | 72.1% | 75.9%-3.8pp | 72.9%-0.8pp | 70.6%+1.5pp |
| Annual return | 12.84% | 14.87%-2.0pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,006 | $3,181-68.4% | $2,731-63.2% | $2,726-63.1% |
| Participant deferral / active EE | $1,661 | $3,903-57.5% | $4,000-58.5% | $4,647-64.3% |
| Admin fee / account holder | $197 | $176+12.0% | $3,998-95.1% | $430-54.2% |