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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,110 | $60,165+8.2% | $74,183-12.2% | $55,167+18.0% |
| Participation rate | 67.2% | 74.2%-7.0pp | 76.6%-9.5pp | 69.0%-1.8pp |
| Annual return | 5.78% | 10.00%-4.2pp | 17.74%-12.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $806 | $1,600-49.6% | $2,370-66.0% | $1,963-58.9% |
| Participant deferral / active EE | $2,699 | $2,973-9.2% | $3,550-24.0% | $3,054-11.6% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |