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 | $23,859 | $63,905-62.7% | $74,183-67.8% | $57,658-58.6% |
| Participation rate | 89.8% | 79.8%+10.1pp | 76.6%+13.2pp | 70.2%+19.6pp |
| Annual return | 6.77% | 60.60%-53.8pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,086 | $1,840-41.0% | $2,370-54.2% | $1,974-45.0% |
| Participant deferral / active EE | $1,493 | $3,448-56.7% | $3,550-57.9% | $3,061-51.2% |
| Admin fee / account holder | $12 | $91-87.1% | $5,586-99.8% | $95-87.5% |