Filed August 30, 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,652 | $61,052+45.2% | $142,863-37.9% | $79,386+11.7% |
| Participation rate | 48.8% | 60.1%-11.3pp | 71.9%-23.1pp | 70.7%-21.9pp |
| Annual return | 22.70% | 16.02%+6.7pp | 5637.54%-5614.8pp | 116.85%-94.2pp |
| Employer contribution / active EE | $1,863 | $1,481+25.8% | $4,144-55.0% | $2,427-23.3% |
| Participant deferral / active EE | $3,466 | $2,879+20.4% | $3,837-9.7% | $4,046-14.3% |
| Admin fee / account holder | $0 | $659-100.0% | $6,560-100.0% | $626-100.0% |