Filed October 23, 2004 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,719 | $43,327+30.9% | $59,878-5.3% | $64,186-11.6% |
| Participation rate | 67.1% | 69.2%-2.1pp | 74.7%-7.6pp | 69.6%-2.5pp |
| Annual return | -2.93% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,719 | $2,028-15.2% | $2,722-36.8% | $2,381-27.8% |
| Participant deferral / active EE | $3,136 | $2,546+23.2% | $3,402-7.8% | $3,470-9.6% |
| Admin fee / account holder | $25 | $3,005-99.2% | $3,590-99.3% | $4,888-99.5% |