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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,944 | $110,699-90.1% | $177,821-93.8% | $90,288-87.9% |
| Participation rate | 81.2% | 88.3%-7.2pp | 87.7%-6.6pp | 73.4%+7.8pp |
| Annual return | 0.85% | 22.79%-21.9pp | 48.32%-47.5pp | 53.97%-53.1pp |
| Employer contribution / active EE | $495 | $4,118-88.0% | $5,918-91.6% | $2,524-80.4% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |