Filed October 18, 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 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.
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 | $69,899 | $73,283-4.6% | $155,509-55.1% | $106,382-34.3% |
| Participation rate | 87.7% | 73.3%+14.4pp | 78.2%+9.5pp | 69.9%+17.8pp |
| Annual return | 13.35% | 15.77%-2.4pp | 64.67%-51.3pp | 17.37%-4.0pp |
| Employer contribution / active EE | $2,160 | $2,247-3.9% | $4,672-53.8% | $3,364-35.8% |
| Participant deferral / active EE | $4,167 | $4,580-9.0% | $5,626-25.9% | $5,569-25.2% |
| Admin fee / account holder | $0 | $56-100.0% | $15,912-100.0% | $79-100.0% |