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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,708 | $73,488-47.3% | - | $73,488-47.3% |
| Participation rate | 45.9% | 70.7%-24.8pp | - | 70.7%-24.8pp |
| Annual return | 11.29% | 28.51%-17.2pp | - | 28.51%-17.2pp |
| Employer contribution / active EE | $2,619 | $2,270+15.4% | - | $2,270+15.4% |
| Participant deferral / active EE | $0 | $3,740-100.0% | - | $3,740-100.0% |
| Admin fee / account holder | $9 | $513-98.3% | - | $513-98.3% |