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 | $57,362 | $83,057-30.9% | $143,757-60.1% | $89,394-35.8% |
| Participation rate | 87.8% | 74.0%+13.7pp | 80.3%+7.5pp | 71.3%+16.5pp |
| Annual return | -13.14% | -13.97%+0.8pp | -0.04%-13.1pp | -11.89%-1.3pp |
| Employer contribution / active EE | $2,054 | $2,095-2.0% | $4,951-58.5% | $3,022-32.0% |
| Participant deferral / active EE | $3,989 | $4,281-6.8% | $5,637-29.2% | $5,123-22.1% |
| Admin fee / account holder | $0 | $83-100.0% | $14,673-100.0% | $79-100.0% |