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 | $48,277+134.8% | $67,511+67.9% | $80,874+40.2% |
| Participation rate | 97.4% | 66.4%+31.1pp | 72.9%+24.5pp | 67.6%+29.8pp |
| Annual return | 13.92% | 18.27%-4.4pp | 3517.41%-3503.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $8,141 | $2,021+302.8% | $2,733+197.9% | $2,756+195.4% |
| Participant deferral / active EE | $10,476 | $2,926+258.0% | $4,000+161.9% | $4,297+143.8% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |