Filed May 26, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,699 | $37,196-9.4% | $154,107-78.1% | $55,725-39.5% |
| Participation rate | 47.0% | 64.1%-17.1pp | 83.0%-36.0pp | 70.9%-23.8pp |
| Annual return | -5.34% | 1319.68%-1325.0pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $578 | $1,614-64.2% | $5,298-89.1% | $2,078-72.2% |
| Participant deferral / active EE | $1,183 | $2,068-42.8% | $5,081-76.7% | $3,356-64.7% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |