Filed March 10, 2005 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,583 | $96,393+125.7% | $130,231+67.1% | $96,393+125.7% |
| Participation rate | 98.6% | 71.3%+27.3pp | 76.3%+22.3pp | 71.3%+27.3pp |
| Annual return | 17.43% | 22.88%-5.4pp | 38.77%-21.3pp | 22.88%-5.4pp |
| Employer contribution / active EE | $7,418 | $3,238+129.0% | $4,126+79.8% | $3,238+129.0% |
| Participant deferral / active EE | $9,593 | $5,455+75.9% | $6,799+41.1% | $5,455+75.9% |
| Admin fee / account holder | $0 | $74-100.0% | $6,020-100.0% | $74-100.0% |