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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $78,313-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 13.0%-13.0pp | 0.6%-0.6pp |
| Annual return | 13.99% | 11.45%+2.5pp | 6.61%+7.4pp | 11.45%+2.5pp |
| Employer contribution / active EE | $3,067 | $17,219-82.2% | $24,284-87.4% | $17,219-82.2% |
| Participant deferral / active EE | $0 | $357-100.0% | $408-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,478-100.0% | $15,480-100.0% |