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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,884 | $62,928-63.6% | $172,739-86.8% | $67,579-66.1% |
| Participation rate | 48.2% | 64.5%-16.2pp | 82.6%-34.4pp | 71.3%-23.0pp |
| Annual return | 17.19% | 30.36%-13.2pp | 802.84%-785.7pp | 378.56%-361.4pp |
| Employer contribution / active EE | $698 | $1,636-57.4% | $5,143-86.4% | $2,148-67.5% |
| Participant deferral / active EE | $1,043 | $2,145-51.4% | $5,198-79.9% | $3,539-70.5% |
| Admin fee / account holder | $3 | $167-97.9% | $13,954-100.0% | $142-97.6% |