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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,753 | $53,684+11.3% | $170,442-64.9% | $80,976-26.2% |
| Participation rate | 62.3% | 69.2%-6.9pp | 83.6%-21.3pp | 68.3%-6.0pp |
| Annual return | 14.09% | 25.97%-11.9pp | 205.93%-191.8pp | 22.91%-8.8pp |
| Employer contribution / active EE | $1,901 | $1,642+15.8% | $5,433-65.0% | $2,402-20.9% |
| Participant deferral / active EE | $3,500 | $3,017+16.0% | $4,939-29.1% | $3,848-9.1% |
| Admin fee / account holder | $0 | $46-100.0% | $13,880-100.0% | $67-100.0% |