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 | $107,751 | $74,552+44.5% | $62,995+71.0% | $69,631+54.7% |
| Participation rate | 98.2% | 78.3%+19.9pp | 74.8%+23.4pp | 70.7%+27.5pp |
| Annual return | 14.88% | 15.77%-0.9pp | 87.57%-72.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $5,473 | $2,929+86.8% | $2,759+98.4% | $2,032+169.3% |
| Participant deferral / active EE | $3,615 | $2,974+21.5% | $3,329+8.6% | $3,224+12.1% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |