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 | $36,324 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,766 | $69,238-62.8% | $185,823-86.1% | $101,517-74.6% |
| Participation rate | 28.6% | 73.5%-44.9pp | 81.7%-53.1pp | 74.6%-45.9pp |
| Annual return | 276.02% | 21.26%+254.8pp | 122.05%+154.0pp | 21.00%+255.0pp |
| Employer contribution / active EE | $15 | $2,104-99.3% | $5,167-99.7% | $2,973-99.5% |
| Participant deferral / active EE | $2,123 | $3,764-43.6% | $5,568-61.9% | $4,873-56.4% |
| Admin fee / account holder | $15 | $66-76.8% | $16,237-99.9% | $139-89.0% |