Filed July 18, 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.
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 | $113,346 | $48,230+135.0% | $67,502+67.9% | $80,856+40.2% |
| Participation rate | 97.4% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.8pp |
| Annual return | 13.92% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $8,141 | $2,020+303.1% | $2,731+198.1% | $2,755+195.5% |
| Participant deferral / active EE | $10,476 | $2,924+258.3% | $4,000+161.9% | $4,296+143.9% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |