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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,408 | $95,918-86.0% | $151,611-91.2% | $77,904-82.8% |
| Participation rate | 82.3% | 88.7%-6.5pp | 87.5%-5.2pp | 73.7%+8.6pp |
| Annual return | 4.46% | -5.50%+10.0pp | 3.33%+1.1pp | 12.21%-7.7pp |
| Employer contribution / active EE | $979 | $4,330-77.4% | $6,166-84.1% | $2,848-65.6% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |