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 | $56,164 | $74,552-24.7% | $62,995-10.8% | $69,631-19.3% |
| Participation rate | 29.2% | 78.3%-49.1pp | 74.8%-45.6pp | 70.7%-41.5pp |
| Annual return | 13.07% | 15.77%-2.7pp | 87.57%-74.5pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,025 | $2,929-65.0% | $2,759-62.8% | $2,032-49.5% |
| Participant deferral / active EE | $668 | $2,974-77.5% | $3,329-79.9% | $3,224-79.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |