Filed July 1, 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.
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 | $123,958 | $94,833+30.7% | $75,696+63.8% | $86,799+42.8% |
| Participation rate | 93.9% | 79.1%+14.8pp | 74.8%+19.0pp | 72.3%+21.6pp |
| Annual return | 14.35% | 16.91%-2.6pp | 104.53%-90.2pp | 97.91%-83.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $8,198 | $3,632+125.7% | $3,821+114.5% | $4,131+98.5% |
| Admin fee / account holder | $121 | $109+11.1% | $3,619-96.7% | $170-28.9% |