Filed March 29, 2005 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,380 | $138,331+29.0% | $86,677+105.8% | $89,394+99.5% |
| Participation rate | 96.4% | 88.9%+7.6pp | 76.6%+19.9pp | 71.3%+25.2pp |
| Annual return | -11.91% | -11.72%-0.2pp | 35.91%-47.8pp | -11.89%0pp |
| Employer contribution / active EE | $13 | $4,812-99.7% | $2,836-99.5% | $3,022-99.6% |
| Participant deferral / active EE | $11,286 | $8,027+40.6% | $4,656+142.4% | $5,123+120.3% |
| Admin fee / account holder | $69 | $64+7.2% | $7,493-99.1% | $79-13.5% |