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 | $69,270 | $66,513+4.1% | $178,490-61.2% | $106,222-34.8% |
| Participation rate | 41.3% | 73.8%-32.5pp | 81.9%-40.6pp | 70.8%-29.5pp |
| Annual return | 12.53% | 21.81%-9.3pp | 151.07%-138.5pp | 21.69%-9.2pp |
| Employer contribution / active EE | $1,859 | $1,776+4.7% | $5,011-62.9% | $2,723-31.7% |
| Participant deferral / active EE | $3,498 | $3,679-4.9% | $5,202-32.7% | $4,600-24.0% |
| Admin fee / account holder | $0 | $53-100.0% | $13,984-100.0% | $78-100.0% |