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.
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 | $19,549 | $55,415-64.7% | $155,509-87.4% | $74,495-73.8% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.10% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,232 | $2,267-1.5% | $4,672-52.2% | $2,623-14.9% |
| Participant deferral / active EE | $2,067 | $2,836-27.1% | $5,626-63.3% | $4,346-52.4% |
| Admin fee / account holder | $6 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |