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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,358 | $54,193-1.5% | $93,654-43.0% | $77,671-31.3% |
| Participation rate | 66.7% | 63.9%+2.7pp | 68.7%-2.1pp | 70.6%-3.9pp |
| Annual return | 13.93% | 30.54%-16.6pp | 133.34%-119.4pp | 31.21%-17.3pp |
| Employer contribution / active EE | $459 | $1,168-60.7% | $2,421-81.1% | $2,726-83.2% |
| Participant deferral / active EE | $2,833 | $3,144-9.9% | $4,413-35.8% | $4,648-39.1% |
| Admin fee / account holder | $24 | $576-95.8% | $8,282-99.7% | $430-94.4% |