Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,190 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,353 | $50,815-16.7% | $155,509-72.8% | $77,643-45.5% |
| Participation rate | 25.9% | 63.1%-37.2pp | 78.2%-52.3pp | 70.6%-44.7pp |
| Annual return | 9.18% | 34.80%-25.6pp | 64.67%-55.5pp | 31.24%-22.1pp |
| Employer contribution / active EE | $475 | $1,993-76.2% | $4,672-89.8% | $2,726-82.6% |
| Participant deferral / active EE | $694 | $2,822-75.4% | $5,626-87.7% | $4,647-85.1% |
| Admin fee / account holder | $248 | $437-43.2% | $15,912-98.4% | $430-42.3% |