Filed December 31, 2003
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.
Annual investment return 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 | $148,996 | $74,552+99.9% | $62,995+136.5% | $69,631+114.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.8%-74.8pp | 70.7%-70.7pp |
| Annual return | 11.06% | 15.77%-4.7pp | 87.57%-76.5pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $1,766 | $2,929-39.7% | $2,759-36.0% | $2,032-13.1% |
| Participant deferral / active EE | $2,515 | $2,974-15.5% | $3,329-24.5% | $3,224-22.0% |
| Admin fee / account holder | $2 | $59-96.0% | $3,600-99.9% | $110-97.9% |