Filed December 8, 2004 (most recent of 2 filings on file)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,004-100.0% | $64,105-100.0% | $69,651-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 68.2%-68.2pp | 66.6%-66.6pp |
| Annual return | 0.00% | 4.26%-4.3pp | 791.24%-791.2pp | 53.77%-53.8pp |
| Employer contribution / active EE | $0 | $617-100.0% | $1,820-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $1,166-100.0% | $2,822-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $49-100.0% | $4,499-100.0% | $63-100.0% |