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.
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 | $63,112 | $68,330-7.6% | $149,673-57.8% | $96,393-34.5% |
| Participation rate | 88.2% | 74.6%+13.6pp | 78.8%+9.4pp | 71.3%+16.9pp |
| Annual return | 16.12% | 29.64%-13.5pp | 134.42%-118.3pp | 22.88%-6.8pp |
| Employer contribution / active EE | $2,076 | $2,139-3.0% | $4,818-56.9% | $3,238-35.9% |
| Participant deferral / active EE | $3,988 | $4,422-9.8% | $5,680-29.8% | $5,455-26.9% |
| Admin fee / account holder | $0 | $52-100.0% | $13,210-100.0% | $74-100.0% |