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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,845 | $49,270+7.3% | $156,549-66.2% | $329,111-83.9% |
| Participation rate | 68.4% | 68.1%+0.2pp | 84.0%-15.7pp | 67.9%+0.5pp |
| Annual return | 9.37% | 23.25%-13.9pp | 32.23%-22.9pp | 16.35%-7.0pp |
| Employer contribution / active EE | $1,933 | $1,534+26.0% | $5,501-64.9% | $2,303-16.1% |
| Participant deferral / active EE | $3,533 | $2,920+21.0% | $4,871-27.5% | $3,682-4.1% |
| Admin fee / account holder | $0 | $51-100.0% | $13,027-100.0% | $754-100.0% |