Filed October 18, 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.
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $0 | $83,167-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 77.9%-77.9pp | 0.0%0pp |
| Annual return | -6.09% | 3.11%-9.2pp | -0.37%-5.7pp | 3.11%-9.2pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $27,460-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $1,021-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,063-100.0% | - |