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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,672 | $75,760-88.6% | $123,104-93.0% | $59,188-85.3% |
| Participation rate | 91.8% | 86.0%+5.8pp | 86.8%+5.0pp | 69.4%+22.4pp |
| Annual return | 18.53% | 2.93%+15.6pp | 13.22%+5.3pp | 5.51%+13.0pp |
| Employer contribution / active EE | $575 | $3,415-83.2% | $5,151-88.8% | $2,098-72.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $1 | $61-98.2% | $9,015-100.0% | $92-98.8% |