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 | $73,085 | $48,230+51.5% | $67,502+8.3% | $80,856-9.6% |
| Participation rate | 67.4% | 66.4%+1.0pp | 72.9%-5.5pp | 67.6%-0.3pp |
| Annual return | 12.85% | 18.28%-5.4pp | 3512.12%-3499.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,780 | $2,020-11.8% | $2,731-34.8% | $2,755-35.4% |
| Participant deferral / active EE | $3,476 | $2,924+18.9% | $4,000-13.1% | $4,296-19.1% |
| Admin fee / account holder | $55 | $3,681-98.5% | $3,998-98.6% | $6,918-99.2% |