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.
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 | $334,695 | $50,127+567.7% | $149,673+123.6% | $80,160+317.5% |
| Participation rate | 98.2% | 64.3%+33.9pp | 78.8%+19.5pp | 72.9%+25.3pp |
| Annual return | 22.01% | 29.82%-7.8pp | 134.42%-112.4pp | 40.38%-18.4pp |
| Employer contribution / active EE | $3,432 | $1,865+84.1% | $4,818-28.8% | $2,978+15.3% |
| Participant deferral / active EE | $22,346 | $3,194+599.7% | $5,680+293.4% | $5,017+345.4% |
| Admin fee / account holder | -$184 | $153-220.2% | $13,210-101.4% | $145-226.6% |