Filed December 17, 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 5-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $304,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,971 | $67,679-29.1% | $155,509-69.2% | $99,062-51.6% |
| Participation rate | 35.1% | 67.2%-32.1pp | 78.2%-43.0pp | 71.6%-36.5pp |
| Annual return | 19.24% | 16.16%+3.1pp | 64.67%-45.4pp | 17.66%+1.6pp |
| Employer contribution / active EE | $16 | $2,268-99.3% | $4,672-99.7% | $3,262-99.5% |
| Participant deferral / active EE | $2,241 | $3,828-41.5% | $5,626-60.2% | $5,331-58.0% |
| Admin fee / account holder | $96 | $94+2.5% | $15,912-99.4% | $109-11.9% |