Filed February 11, 2005 (most recent of 3 filings on file)
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 | $41,083 | $64,286-36.1% | $106,387-61.4% | $55,725-26.3% |
| Participation rate | 53.3% | 75.2%-21.9pp | 77.5%-24.2pp | 70.9%-17.6pp |
| Annual return | -4.46% | 0.84%-5.3pp | 0.25%-4.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $809 | $2,367-65.8% | $3,520-77.0% | $2,078-61.1% |
| Participant deferral / active EE | $2,182 | $4,158-47.5% | $5,421-59.7% | $3,356-35.0% |
| Admin fee / account holder | $119 | $102+16.6% | $7,510-98.4% | $115+3.5% |