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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,767 | $85,199-51.0% | $57,179-27.0% | $63,975-34.7% |
| Participation rate | 70.1% | 74.0%-4.0pp | 75.3%-5.3pp | 71.1%-1.1pp |
| Annual return | 9.82% | 10.43%-0.6pp | 14.59%-4.8pp | 48.65%-38.8pp |
| Employer contribution / active EE | $526 | $3,446-84.7% | $2,682-80.4% | $2,182-75.9% |
| Participant deferral / active EE | $4,640 | $3,109+49.2% | $3,096+49.9% | $3,356+38.2% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |