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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,973 | $48,335+65.5% | $121,098-34.0% | $71,457+11.9% |
| Participation rate | 65.5% | 54.3%+11.2pp | 69.5%-4.0pp | 67.9%-2.4pp |
| Annual return | 11.11% | 23.32%-12.2pp | 985.75%-974.6pp | 28.85%-17.7pp |
| Employer contribution / active EE | $3,079 | $1,489+106.8% | $4,164-26.1% | $2,588+19.0% |
| Participant deferral / active EE | $4,866 | $2,754+76.7% | $4,080+19.3% | $4,289+13.4% |
| Admin fee / account holder | $10 | $1,841-99.5% | $5,644-99.8% | $1,587-99.4% |