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.
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 | $50,043 | $52,293-4.3% | $178,490-72.0% | $73,409-31.8% |
| Participation rate | 78.4% | 65.3%+13.0pp | 81.9%-3.6pp | 72.2%+6.2pp |
| Annual return | 31.13% | 34.75%-3.6pp | 151.07%-119.9pp | 59.29%-28.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,378 | $2,332+216.3% | $5,202+41.8% | $3,805+93.9% |
| Admin fee / account holder | $0 | $127-99.8% | $13,984-100.0% | $158-99.9% |