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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,768 | $39,909-88.1% | $78,778-93.9% | $80,976-94.1% |
| Participation rate | 84.6% | 55.7%+28.9pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 3.86% | 23.47%-19.6pp | 35.62%-31.8pp | 22.91%-19.0pp |
| Employer contribution / active EE | $1,030 | $778+32.4% | $1,986-48.1% | $2,402-57.1% |
| Participant deferral / active EE | $0 | $1,359-100.0% | $2,958-100.0% | $3,848-100.0% |
| Admin fee / account holder | $0 | $50-100.0% | $5,134-100.0% | $67-100.0% |