Filed May 27, 2003
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 | $56,187 | $60,323-6.9% | $81,812-31.3% | $74,495-24.6% |
| Participation rate | 69.4% | 62.9%+6.5pp | 72.3%-3.0pp | 67.2%+2.2pp |
| Annual return | 16.38% | 16.90%-0.5pp | 773.79%-757.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,669 | $3,387+67.4% | $4,319+31.3% | $4,346+30.5% |
| Admin fee / account holder | $1 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |