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.
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 | $35,636-100.0% | $286,961-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 13.3%-13.3pp | 1.8%-1.8pp |
| Annual return | 6.75% | 7.18%-0.4pp | 2.61%+4.1pp | 7.18%-0.4pp |
| Employer contribution / active EE | $11,156 | $13,095-14.8% | $24,109-53.7% | $13,095-14.8% |
| Participant deferral / active EE | $0 | $385-100.0% | $17-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $148-100.0% | $362-100.0% |