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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,770 | $52,884-92.9% | $84,750-95.6% | $55,167-93.2% |
| Participation rate | 97.1% | 67.5%+29.6pp | 76.6%+20.6pp | 69.0%+28.2pp |
| Annual return | 9.22% | 18.03%-8.8pp | 22.78%-13.6pp | 169.23%-160.0pp |
| Employer contribution / active EE | $200 | $2,233-91.0% | $3,574-94.4% | $1,963-89.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |