Filed July 26, 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 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 | $49,189 | $70,667-30.4% | $123,104-60.0% | $52,331-6.0% |
| Participation rate | 95.4% | 83.7%+11.7pp | 86.8%+8.6pp | 68.1%+27.3pp |
| Annual return | 2.81% | 6.23%-3.4pp | 13.22%-10.4pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,777 | $2,946-39.7% | $5,151-65.5% | $1,882-5.6% |
| Participant deferral / active EE | $3,518 | $4,493-21.7% | $6,230-43.5% | $3,022+16.4% |
| Admin fee / account holder | $2 | $506-99.6% | $9,015-100.0% | $592-99.7% |