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 | $54,375 | $46,969+15.8% | $154,107-64.7% | $73,367-25.9% |
| Participation rate | 57.7% | 72.4%-14.7pp | 83.0%-25.3pp | 69.5%-11.7pp |
| Annual return | -4.88% | 821.68%-826.6pp | 735.12%-740.0pp | 173.45%-178.3pp |
| Employer contribution / active EE | $1,938 | $1,723+12.5% | $5,298-63.4% | $2,499-22.4% |
| Participant deferral / active EE | $3,654 | $3,162+15.6% | $5,081-28.1% | $4,033-9.4% |
| Admin fee / account holder | $0 | $47-100.0% | $13,411-100.0% | $68-100.0% |