Filed October 18, 2004
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 7-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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $227,282-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 35.4%-35.4pp | - |
| Annual return | -116.93% | 59.12%-176.1pp | 10.75%-127.7pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $35,162-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $82-100.0% | - |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |