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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,776 | $67,166+42.6% | $57,343+67.0% | $55,191+73.5% |
| Participation rate | 99.3% | 77.7%+21.6pp | 75.1%+24.2pp | 69.2%+30.1pp |
| Annual return | 1.91% | 4.22%-2.3pp | 24.39%-22.5pp | 10.78%-8.9pp |
| Employer contribution / active EE | $5,635 | $2,812+100.4% | $2,689+109.6% | $1,899+196.8% |
| Participant deferral / active EE | $4,768 | $2,835+68.2% | $3,162+50.8% | $3,046+56.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |