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.
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 | $12,090 | $46,173-73.8% | $170,442-92.9% | $69,631-82.6% |
| Participation rate | 57.0% | 63.9%-6.9pp | 83.6%-26.6pp | 70.7%-13.7pp |
| Annual return | 13.00% | 21.62%-8.6pp | 205.93%-192.9pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $292 | $1,610-81.9% | $5,433-94.6% | $2,032-85.7% |
| Participant deferral / active EE | $689 | $2,080-66.9% | $4,939-86.0% | $3,224-78.6% |
| Admin fee / account holder | $77 | $116-34.0% | $13,880-99.4% | $110-30.7% |