Filed February 21, 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 | $87,370 | $57,976+50.7% | $62,995+38.7% | $62,292+40.3% |
| Participation rate | 94.8% | 75.9%+18.8pp | 74.8%+20.0pp | 69.5%+25.2pp |
| Annual return | 14.27% | 17.54%-3.3pp | 87.57%-73.3pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,006 | $2,415-16.9% | $2,759-27.3% | $2,042-1.8% |
| Participant deferral / active EE | $3,849 | $2,956+30.2% | $3,329+15.6% | $3,169+21.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |