Filed March 5, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,386 | $37,196-64.0% | $154,107-91.3% | $55,725-76.0% |
| Participation rate | 50.9% | 64.1%-13.2pp | 83.0%-32.1pp | 70.9%-19.9pp |
| Annual return | 7.01% | 1319.68%-1312.7pp | 735.12%-728.1pp | 244.93%-237.9pp |
| Employer contribution / active EE | $201 | $1,614-87.5% | $5,298-96.2% | $2,078-90.3% |
| Participant deferral / active EE | $1,026 | $2,068-50.4% | $5,081-79.8% | $3,356-69.4% |
| Admin fee / account holder | $33 | $102-67.4% | $13,411-99.8% | $115-71.2% |