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 | $109,383 | $51,620+111.9% | $90,281+21.2% | $65,185+67.8% |
| Participation rate | 98.9% | 68.6%+30.2pp | 73.3%+25.6pp | 70.2%+28.7pp |
| Annual return | 25.43% | 24.94%+0.5pp | 78.10%-52.7pp | 29.38%-4.0pp |
| Employer contribution / active EE | $3,596 | $2,235+60.9% | $2,854+26.0% | $2,177+65.2% |
| Participant deferral / active EE | $6,404 | $2,871+123.1% | $3,885+64.8% | $3,514+82.3% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |