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.
Participant 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 | $48,498 | $67,166-27.8% | $57,343-15.4% | $55,191-12.1% |
| Participation rate | 29.9% | 77.7%-47.8pp | 75.1%-45.2pp | 69.2%-39.3pp |
| Annual return | 2.15% | 4.22%-2.1pp | 24.39%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $916 | $2,812-67.4% | $2,689-65.9% | $1,899-51.7% |
| Participant deferral / active EE | $629 | $2,835-77.8% | $3,162-80.1% | $3,046-79.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |