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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,521 | $36,916-71.5% | $156,549-93.3% | $57,658-81.8% |
| Participation rate | 55.6% | 63.4%-7.9pp | 84.0%-28.5pp | 70.2%-14.7pp |
| Annual return | -0.06% | 12.38%-12.4pp | 32.23%-32.3pp | 5.13%-5.2pp |
| Employer contribution / active EE | $288 | $1,571-81.7% | $5,501-94.8% | $1,974-85.4% |
| Participant deferral / active EE | $669 | $1,926-65.3% | $4,871-86.3% | $3,061-78.2% |
| Admin fee / account holder | $87 | $82+4.9% | $13,027-99.3% | $95-8.5% |