Filed May 5, 2005
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,984 | $61,214+66.6% | $83,333+22.4% | $56,287+81.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -6.65% | 0.42%-7.1pp | 10.63%-17.3pp | -9.96%+3.3pp |
| Employer contribution / active EE | $5,202 | $1,925+170.2% | $3,379+54.0% | $2,111+146.4% |
| Participant deferral / active EE | $5,331 | $5,091+4.7% | $5,565-4.2% | $3,350+59.2% |
| Admin fee / account holder | $349 | $512-31.8% | $7,510-95.4% | $521-33.0% |