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 | $211,216 | $161,802+30.5% | $96,544+118.8% | $96,393+119.1% |
| Participation rate | 96.7% | 92.5%+4.3pp | 76.0%+20.7pp | 71.3%+25.4pp |
| Annual return | 27.03% | 18.41%+8.6pp | 25.84%+1.2pp | 22.88%+4.1pp |
| Employer contribution / active EE | $13 | $5,381-99.8% | $2,965-99.6% | $3,238-99.6% |
| Participant deferral / active EE | $11,871 | $8,927+33.0% | $4,851+144.7% | $5,455+117.6% |
| Admin fee / account holder | $63 | $61+3.0% | $8,252-99.2% | $74-15.1% |