Filed January 17, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,322 | $46,722+24.8% | $130,648-55.4% | $65,185-10.5% |
| Participation rate | 57.4% | 60.9%-3.5pp | 71.7%-14.3pp | 70.2%-12.8pp |
| Annual return | 21.59% | 24.17%-2.6pp | 1708.96%-1687.4pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,045 | $1,488-29.8% | $4,092-74.5% | $2,177-52.0% |
| Participant deferral / active EE | $1,778 | $2,545-30.1% | $3,603-50.6% | $3,514-49.4% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |