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.
Participant contribution per participant 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 | $68,728 | $52,293+31.4% | $178,490-61.5% | $73,409-6.4% |
| Participation rate | 14.0% | 65.3%-51.4pp | 81.9%-67.9pp | 72.2%-58.2pp |
| Annual return | 14.91% | 34.75%-19.8pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $578 | $2,332-75.2% | $5,202-88.9% | $3,805-84.8% |
| Admin fee / account holder | $6 | $127-95.0% | $13,984-100.0% | $158-96.0% |