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 | $11,675 | $112,686-89.6% | $169,993-93.1% | $80,160-85.4% |
| Participation rate | 81.5% | 87.4%-5.9pp | 87.0%-5.5pp | 72.9%+8.6pp |
| Annual return | -12.02% | 67.04%-79.1pp | 53.37%-65.4pp | 40.38%-52.4pp |
| Employer contribution / active EE | $705 | $4,481-84.3% | $6,785-89.6% | $2,978-76.3% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $12,815-100.0% | $145-100.0% |