Filed December 30, 2003 (most recent of 2 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,211 | $62,267-65.9% | $110,238-80.8% | $55,725-61.9% |
| Participation rate | 99.2% | 78.1%+21.1pp | 79.8%+19.4pp | 70.9%+28.3pp |
| Annual return | -3.74% | -1.07%-2.7pp | 314.74%-318.5pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,903 | $1,941-2.0% | $3,826-50.3% | $2,078-8.4% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |