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 | $67,586 | $45,073+49.9% | $69,455-2.7% | $72,985-7.4% |
| Participation rate | 68.2% | 68.5%-0.3pp | 74.6%-6.4pp | 69.5%-1.3pp |
| Annual return | 20.35% | 22.65%-2.3pp | 28.97%-8.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,665 | $2,054-18.9% | $2,779-40.1% | $2,440-31.8% |
| Participant deferral / active EE | $3,279 | $2,602+26.0% | $3,535-7.3% | $3,607-9.1% |
| Admin fee / account holder | $30 | $3,056-99.0% | $3,839-99.2% | $5,124-99.4% |