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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,374 | $65,061-67.1% | $143,757-85.1% | $66,914-68.1% |
| Participation rate | 56.2% | 65.2%-9.0pp | 80.3%-24.1pp | 69.8%-13.6pp |
| Annual return | -6.95% | -11.14%+4.2pp | -0.04%-6.9pp | 1.58%-8.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,161 | $2,919-60.2% | $5,637-79.4% | $4,237-72.6% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |