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 | $120,271 | $66,124+81.9% | $90,404+33.0% | $73,488+63.7% |
| Participation rate | 99.4% | 69.7%+29.8pp | 72.7%+26.8pp | 70.7%+28.8pp |
| Annual return | 13.37% | 17.65%-4.3pp | 1293.02%-1279.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,487 | $2,346+48.6% | $3,262+6.9% | $2,270+53.6% |
| Participant deferral / active EE | $7,242 | $3,039+138.3% | $3,963+82.7% | $3,740+93.7% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |