Filed January 28, 2004 (most recent of 4 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,516 | $122,239-75.0% | $184,203-83.4% | $74,495-59.0% |
| Participation rate | 84.6% | 85.5%-0.9pp | 86.8%-2.2pp | 67.2%+17.4pp |
| Annual return | 20.03% | 19.95%+0.1pp | 28.81%-8.8pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,354 | $4,537-70.2% | $6,427-78.9% | $2,623-48.4% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |