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.
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 | $72,061 | $68,062+5.9% | $185,823-61.2% | $106,520-32.4% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.7%+3.3pp | 71.3%+13.7pp |
| Annual return | 14.04% | 18.20%-4.2pp | 122.05%-108.0pp | 19.28%-5.2pp |
| Employer contribution / active EE | $1,936 | $1,997-3.1% | $5,167-62.5% | $2,840-31.9% |
| Participant deferral / active EE | $3,916 | $3,990-1.9% | $5,568-29.7% | $4,948-20.8% |
| Admin fee / account holder | $0 | $53-100.0% | $16,237-100.0% | $75-100.0% |