Filed June 8, 2005
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.
See 1 actuary disclosure. $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 that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $177,383-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 23.8%-23.8pp | 0.8%-0.8pp |
| Annual return | -3.88% | -0.60%-3.3pp | -0.48%-3.4pp | -0.60%-3.3pp |
| Employer contribution / active EE | $21,160 | $12,272+72.4% | $23,357-9.4% | $12,272+72.4% |
| Participant deferral / active EE | $0 | $416-100.0% | $17-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,964-100.0% | $717-100.0% |