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 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.
Participant 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 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 | $4,933 | $64,909-92.4% | $82,313-94.0% | $62,292-92.1% |
| Participation rate | 55.0% | 74.9%-19.9pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 45.35% | 21.18%+24.2pp | 25.88%+19.5pp | 28.90%+16.5pp |
| Employer contribution / active EE | $930 | $1,676-44.5% | $2,428-61.7% | $2,042-54.5% |
| Participant deferral / active EE | $1,292 | $3,103-58.4% | $3,706-65.1% | $3,169-59.2% |
| Admin fee / account holder | $13 | $440-97.1% | $5,608-99.8% | $479-97.3% |