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 | $292,317 |
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 | $39,892 | $59,339-32.8% | $149,673-73.3% | $103,482-61.5% |
| Participation rate | 34.5% | 70.2%-35.7pp | 78.8%-44.3pp | 73.3%-38.8pp |
| Annual return | 29.85% | 77.78%-47.9pp | 134.42%-104.6pp | 33.11%-3.3pp |
| Employer contribution / active EE | $17 | $2,178-99.2% | $4,818-99.6% | $3,208-99.5% |
| Participant deferral / active EE | $2,184 | $3,716-41.2% | $5,680-61.6% | $5,207-58.1% |
| Admin fee / account holder | $98 | $103-4.5% | $13,210-99.3% | $114-13.8% |