Filed April 5, 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.
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 | $94,778 | $44,873+111.2% | $79,464+19.3% | $56,287+68.4% |
| Participation rate | 99.5% | 68.7%+30.7pp | 73.3%+26.1pp | 69.9%+29.6pp |
| Annual return | -2.19% | 0.81%-3.0pp | 718.14%-720.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $4,772 | $2,140+123.0% | $2,800+70.4% | $2,111+126.0% |
| Participant deferral / active EE | $5,645 | $2,746+105.6% | $3,704+52.4% | $3,350+68.5% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |