Filed August 8, 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 8-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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,106 | $54,890+202.6% | $63,517+161.5% | $59,188+180.6% |
| Participation rate | 89.5% | 75.6%+13.9pp | 71.0%+18.4pp | 69.4%+20.0pp |
| Annual return | 1.75% | 4.56%-2.8pp | -70.30%+72.0pp | 5.51%-3.8pp |
| Employer contribution / active EE | $3,575 | $1,831+95.2% | $2,322+53.9% | $2,098+70.4% |
| Participant deferral / active EE | $8,885 | $2,803+217.0% | $2,953+200.8% | $3,265+172.2% |
| Admin fee / account holder | $0 | $66-100.0% | $5,892-100.0% | $92-100.0% |