Filed August 27, 2004 (most recent of 5 filings on file)
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 | $13,858 | $37,213-62.8% | $156,549-91.1% | $63,975-78.3% |
| Participation rate | 96.6% | 65.0%+31.6pp | 84.0%+12.6pp | 71.1%+25.5pp |
| Annual return | 6.40% | 47.89%-41.5pp | 32.23%-25.8pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,371 | $1,357+1.0% | $5,501-75.1% | $2,182-37.2% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $56-95.4% | $13,027-100.0% | $70-96.3% |