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.
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 | $13,736 | $118,337-88.4% | $189,513-92.8% | $93,030-85.2% |
| Participation rate | 76.9% | 89.1%-12.2pp | 87.8%-10.9pp | 73.9%+3.0pp |
| Annual return | 13.23% | 21.77%-8.5pp | 555.15%-541.9pp | 158.70%-145.5pp |
| Employer contribution / active EE | $3,736 | $4,204-11.1% | $6,162-39.4% | $2,706+38.1% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |