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 | $71,310 | $46,553+53.2% | $64,056+11.3% | $75,163-5.1% |
| Participation rate | 67.7% | 65.9%+1.8pp | 72.3%-4.6pp | 67.2%+0.6pp |
| Annual return | 17.23% | 26.03%-8.8pp | 33.69%-16.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,515 | $1,974-23.2% | $2,747-44.8% | $2,670-43.2% |
| Participant deferral / active EE | $3,183 | $2,837+12.2% | $3,880-18.0% | $4,125-22.8% |
| Admin fee / account holder | $46 | $2,952-98.4% | $3,068-98.5% | $5,651-99.2% |