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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,878 | $46,516+9.4% | $147,614-65.5% | $69,651-27.0% |
| Participation rate | 71.6% | 65.8%+5.7pp | 84.6%-13.1pp | 66.6%+5.0pp |
| Annual return | -0.30% | 9.48%-9.8pp | 61.98%-62.3pp | 53.77%-54.1pp |
| Employer contribution / active EE | $1,921 | $1,393+37.9% | $5,564-65.5% | $2,241-14.3% |
| Participant deferral / active EE | $3,500 | $2,719+28.7% | $4,895-28.5% | $3,635-3.7% |
| Admin fee / account holder | $0 | $45-100.0% | $11,611-100.0% | $63-100.0% |