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 | $8,899 | $122,693-92.7% | $184,203-95.2% | $199,593-95.5% |
| Participation rate | 83.4% | 86.8%-3.4pp | 86.8%-3.4pp | 72.0%+11.5pp |
| Annual return | -17.46% | 143.91%-161.4pp | 28.81%-46.3pp | 34.25%-51.7pp |
| Employer contribution / active EE | $345 | $4,584-92.5% | $6,427-94.6% | $3,034-88.6% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |