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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,475 | $85,635+25.5% | $123,892-13.3% | $63,975+68.0% |
| Participation rate | 70.0% | 74.9%-4.9pp | 81.4%-11.4pp | 71.1%-1.1pp |
| Annual return | 10.70% | 15.74%-5.0pp | 47.52%-36.8pp | 48.65%-37.9pp |
| Employer contribution / active EE | $93 | $3,076-97.0% | $4,617-98.0% | $2,182-95.7% |
| Participant deferral / active EE | $5,898 | $5,667+4.1% | $5,984-1.4% | $3,356+75.7% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |