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.
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 | $23,794 | $72,770-67.3% | $67,652-64.8% | $55,191-56.9% |
| Participation rate | 87.4% | 78.8%+8.6pp | 75.7%+11.7pp | 69.2%+18.3pp |
| Annual return | -0.29% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,054 | $1,769-40.4% | $2,266-53.5% | $1,899-44.5% |
| Participant deferral / active EE | $1,538 | $3,408-54.9% | $3,560-56.8% | $3,046-49.5% |
| Admin fee / account holder | $11 | $79-85.8% | $4,821-99.8% | $91-87.6% |