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 5-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4 |
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.
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 | $5,462 | $44,989-87.9% | $170,442-96.8% | $77,958-93.0% |
| Participation rate | 51.6% | 64.6%-13.0pp | 83.6%-32.0pp | 71.6%-20.1pp |
| Annual return | 2.63% | 19.61%-17.0pp | 205.93%-203.3pp | 20.87%-18.2pp |
| Employer contribution / active EE | $561 | $1,466-61.8% | $5,433-89.7% | $2,310-75.7% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |