Filed January 23, 2006 (most recent of 3 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,183 | $113,293+22.0% | $67,502+104.7% | $199,593-30.8% |
| Participation rate | 96.9% | 73.3%+23.6pp | 72.9%+24.1pp | 72.0%+25.0pp |
| Annual return | 11.98% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $2,543 | $3,401-25.2% | $2,731-6.9% | $3,034-16.2% |
| Participant deferral / active EE | $4,706 | $4,159+13.2% | $4,000+17.6% | $5,087-7.5% |
| Admin fee / account holder | $19 | $103-81.0% | $3,998-99.5% | $269-92.8% |