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.
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 | $18,026,966-100.0% | $68,458-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 10.1%-10.1pp | 1.8%-1.8pp |
| Annual return | -5.27% | 0.19%-5.5pp | -0.87%-4.4pp | 0.19%-5.5pp |
| Employer contribution / active EE | $23,958 | $13,763+74.1% | $21,826+9.8% | $13,763+74.1% |
| Participant deferral / active EE | $0 | $804-100.0% | $656-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $165-100.0% | $426-100.0% |