Filed October 18, 2004
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,394 | $63,905-11.8% | $74,183-24.0% | $57,658-2.2% |
| Participation rate | 48.9% | 79.8%-30.9pp | 76.6%-27.8pp | 70.2%-21.4pp |
| Annual return | 59.31% | 60.60%-1.3pp | 17.74%+41.6pp | 5.13%+54.2pp |
| Employer contribution / active EE | $1,429 | $1,840-22.4% | $2,370-39.7% | $1,974-27.6% |
| Participant deferral / active EE | $2,429 | $3,448-29.6% | $3,550-31.6% | $3,061-20.7% |
| Admin fee / account holder | $147 | $91+61.2% | $5,586-97.4% | $95+55.3% |