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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,050 | $45,000+511.2% | $143,757+91.3% | $77,904+253.1% |
| Participation rate | 98.3% | 66.8%+31.5pp | 80.3%+18.0pp | 73.7%+24.7pp |
| Annual return | -17.29% | 29.03%-46.3pp | -0.04%-17.2pp | 12.21%-29.5pp |
| Employer contribution / active EE | $3,452 | $1,870+84.6% | $4,951-30.3% | $2,848+21.2% |
| Participant deferral / active EE | $20,168 | $3,157+538.9% | $5,637+257.8% | $4,806+319.7% |
| Admin fee / account holder | -$214 | $98-317.2% | $14,673-101.5% | $133-261.3% |