Filed October 18, 2004 (most recent of 3 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 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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,078 | $104,697-83.7% | $96,544-82.3% | $80,160-78.7% |
| Participation rate | 95.4% | 86.4%+9.0pp | 76.0%+19.4pp | 72.9%+22.5pp |
| Annual return | 16.20% | 21.78%-5.6pp | 25.84%-9.6pp | 40.38%-24.2pp |
| Employer contribution / active EE | $900 | $3,536-74.5% | $2,965-69.6% | $2,978-69.8% |
| Participant deferral / active EE | $0 | $6,188-100.0% | $4,851-100.0% | $5,017-100.0% |
| Admin fee / account holder | $4 | $107-96.6% | $8,252-100.0% | $145-97.5% |