Filed October 22, 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 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $73,099 | $80,753-9.5% | $136,294-46.4% | $62,292+17.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.72% | 35.83%-20.1pp | 5155.94%-5140.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $13,187 | $2,884+357.3% | $4,695+180.8% | $2,042+545.7% |
| Participant deferral / active EE | $12,388 | $5,164+139.9% | $6,247+98.3% | $3,169+290.9% |
| Admin fee / account holder | $8 | $525-98.4% | $9,243-99.9% | $479-98.3% |