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 | $63,575 | $53,777+18.2% | $134,143-52.6% | $79,858-20.4% |
| Participation rate | 63.9% | 58.8%+5.1pp | 72.2%-8.3pp | 69.6%-5.7pp |
| Annual return | 13.12% | 19.01%-5.9pp | 36.33%-23.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,219 | $1,321-7.8% | $3,704-67.1% | $2,471-50.7% |
| Participant deferral / active EE | $1,899 | $2,420-21.5% | $3,499-45.7% | $3,740-49.2% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |