Filed July 14, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,598 | $74,089-25.0% | $133,980-58.5% | $55,167+0.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 5.98% | 12.11%-6.1pp | 29.30%-23.3pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,265 | $3,064-26.1% | $5,211-56.5% | $1,963+15.4% |
| Participant deferral / active EE | $3,305 | $4,678-29.4% | $6,282-47.4% | $3,054+8.2% |
| Admin fee / account holder | $9 | $458-98.0% | $9,324-99.9% | $504-98.2% |