Filed October 18, 2004 (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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $147,901 | $51,769+185.7% | $57,343+157.9% | $52,331+182.6% |
| Participation rate | 80.7% | 75.2%+5.5pp | 75.1%+5.6pp | 68.1%+12.6pp |
| Annual return | -1.04% | 2.43%-3.5pp | 24.39%-25.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $894 | $2,335-61.7% | $2,689-66.8% | $1,882-52.5% |
| Participant deferral / active EE | $11,229 | $2,794+301.9% | $3,162+255.1% | $3,022+271.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |