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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,362 | $73,638-79.1% | $95,952-84.0% | $73,488-79.1% |
| Participation rate | 56.2% | 76.2%-20.0pp | 77.1%-20.9pp | 70.7%-14.5pp |
| Annual return | 21.78% | 16.78%+5.0pp | 91.61%-69.8pp | 28.51%-6.7pp |
| Employer contribution / active EE | $851 | $1,863-54.3% | $2,541-66.5% | $2,270-62.5% |
| Participant deferral / active EE | $1,923 | $3,617-46.8% | $4,167-53.8% | $3,740-48.6% |
| Admin fee / account holder | $4 | $482-99.2% | $6,795-99.9% | $513-99.3% |