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 | $267,564 |
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 | $31,876 | $52,346-39.1% | $143,757-77.8% | $78,044-59.2% |
| Participation rate | 28.5% | 72.7%-44.2pp | 80.3%-51.8pp | 74.4%-46.0pp |
| Annual return | 12.82% | -14.19%+27.0pp | -0.04%+12.9pp | 10.87%+2.0pp |
| Employer contribution / active EE | $16 | $2,131-99.3% | $4,951-99.7% | $3,125-99.5% |
| Participant deferral / active EE | $2,197 | $3,800-42.2% | $5,637-61.0% | $5,084-56.8% |
| Admin fee / account holder | $104 | $63+64.1% | $14,673-99.3% | $79+31.9% |