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 | $66,181 | $61,156+8.2% | $185,823-64.4% | $79,386-16.6% |
| Participation rate | 80.8% | 66.6%+14.2pp | 81.7%-0.9pp | 70.7%+10.1pp |
| Annual return | 19.89% | 19.45%+0.4pp | 122.05%-102.2pp | 116.85%-97.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,398 | $2,789+237.0% | $5,568+68.8% | $4,046+132.3% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |