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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,924 | $47,126-68.3% | $149,673-90.0% | $74,419-79.9% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.7pp | 70.7%+27.8pp |
| Annual return | 15.18% | 22.75%-7.6pp | 134.42%-119.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $2,006 | $1,905+5.3% | $4,818-58.4% | $2,637-24.0% |
| Participant deferral / active EE | $1,719 | $2,728-37.0% | $5,680-69.7% | $4,528-62.0% |
| Admin fee / account holder | $2 | $343-99.4% | $13,210-100.0% | $348-99.4% |