Filed May 7, 2007 (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 | $48,090 | $62,928-23.6% | $172,739-72.2% | $67,579-28.8% |
| Participation rate | 72.7% | 64.5%+8.2pp | 82.6%-10.0pp | 71.3%+1.4pp |
| Annual return | 29.21% | 30.36%-1.1pp | 802.84%-773.6pp | 378.56%-349.3pp |
| Employer contribution / active EE | $453 | $1,636-72.3% | $5,143-91.2% | $2,148-78.9% |
| Participant deferral / active EE | $1,805 | $2,145-15.8% | $5,198-65.3% | $3,539-49.0% |
| Admin fee / account holder | $78 | $167-53.0% | $13,954-99.4% | $142-44.9% |