Filed April 14, 2004 (most recent of 3 filings on file)
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 9-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,539 | $79,519-35.2% | $95,952-46.3% | $73,409-29.8% |
| Participation rate | 50.3% | 81.2%-30.8pp | 77.1%-26.7pp | 72.2%-21.8pp |
| Annual return | 12.20% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |