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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,410 | $50,637+19.3% | $86,590-30.2% | $62,292-3.0% |
| Participation rate | 64.0% | 67.9%-3.9pp | 73.5%-9.5pp | 69.5%-5.5pp |
| Annual return | 16.51% | 20.80%-4.3pp | 964.84%-948.3pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,450 | $2,611+32.1% | $3,609-4.4% | $3,169+8.9% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |