Filed June 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,674 | $122,186-98.6% | $146,958-98.9% | $199,593-99.2% |
| Participation rate | 77.3% | 78.3%-1.0pp | 82.2%-4.9pp | 72.0%+5.3pp |
| Annual return | 7.54% | 30.56%-23.0pp | 418.34%-410.8pp | 34.25%-26.7pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $100 | $8,502-98.8% | $8,070-98.8% | $5,087-98.0% |
| Admin fee / account holder | $15 | $179-91.6% | $12,998-99.9% | $269-94.4% |