Filed July 12, 2006 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,419 | $111,608-23.5% | $177,821-52.0% | $73,409+16.4% |
| Participation rate | 82.7% | 87.9%-5.2pp | 87.7%-5.0pp | 72.2%+10.5pp |
| Annual return | 26.40% | 18.23%+8.2pp | 48.32%-21.9pp | 59.29%-32.9pp |
| Employer contribution / active EE | $1,108 | $3,796-70.8% | $5,918-81.3% | $2,234-50.4% |
| Participant deferral / active EE | $3,229 | $6,199-47.9% | $7,714-58.1% | $3,805-15.1% |
| Admin fee / account holder | $196 | $166+18.2% | $12,427-98.4% | $158+23.9% |