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 | $23,341 | $49,915-53.2% | $154,803-84.9% | $74,304-68.6% |
| Participation rate | 97.0% | 54.0%+43.0pp | 78.1%+18.9pp | 60.3%+36.6pp |
| Annual return | 15.15% | 34.06%-18.9pp | 58.88%-43.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,528 | $1,611+56.9% | $4,305-41.3% | $2,241+12.8% |
| Participant deferral / active EE | $2,060 | $2,255-8.6% | $5,540-62.8% | $3,767-45.3% |
| Admin fee / account holder | $30 | $2,189-98.6% | $14,329-99.8% | $2,969-99.0% |