Filed January 5, 2005
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.
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 | $16,429 | $52,519-68.7% | $155,790-89.5% | $59,632-72.4% |
| Participation rate | 64.8% | 61.7%+3.1pp | 76.1%-11.3pp | 68.7%-3.9pp |
| Annual return | -1.28% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $939 | $1,589-40.9% | $3,836-75.5% | $2,203-57.4% |
| Participant deferral / active EE | $1,241 | $3,084-59.8% | $4,797-74.1% | $3,192-61.1% |
| Admin fee / account holder | $63 | $3,540-98.2% | $7,478-99.2% | $4,297-98.5% |