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 | $68,226 | $73,102-6.7% | $123,544-44.8% | $56,287+21.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -2.22% | 3.01%-5.2pp | 119.20%-121.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $9,151 | $2,977+207.4% | $4,628+97.7% | $2,111+333.5% |
| Participant deferral / active EE | $8,596 | $5,423+58.5% | $6,426+33.8% | $3,350+156.6% |
| Admin fee / account holder | $9 | $554-98.3% | $9,284-99.9% | $521-98.2% |