Filed May 21, 2004 (most recent of 2 filings on file)
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 4-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 | $137,833 | $74,024+86.2% | $77,999+76.7% | $57,658+139.1% |
| Participation rate | 93.4% | 79.7%+13.7pp | 75.5%+17.9pp | 70.2%+23.2pp |
| Annual return | 12.78% | 12.14%+0.6pp | 425.96%-413.2pp | 5.13%+7.6pp |
| Employer contribution / active EE | $8,405 | $2,365+255.3% | $2,470+240.3% | $1,974+325.8% |
| Participant deferral / active EE | $6,064 | $3,533+71.6% | $3,497+73.4% | $3,061+98.1% |
| Admin fee / account holder | $4 | $93-95.5% | $5,480-99.9% | $95-95.6% |