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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,700 | $38,963-90.5% | $71,796-94.8% | $329,111-98.9% |
| Participation rate | 86.4% | 53.8%+32.7pp | 69.1%+17.3pp | 67.9%+18.6pp |
| Annual return | 9.53% | 9.85%-0.3pp | 78.04%-68.5pp | 16.35%-6.8pp |
| Employer contribution / active EE | $1,036 | $758+36.6% | $1,924-46.2% | $2,303-55.0% |
| Participant deferral / active EE | $0 | $1,286-100.0% | $2,794-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $50-100.0% | $4,815-100.0% | $754-100.0% |