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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,751 | $38,510-85.1% | $74,550-92.3% | $73,367-92.2% |
| Participation rate | 84.2% | 53.5%+30.7pp | 69.1%+15.1pp | 69.5%+14.7pp |
| Annual return | 3.35% | -0.94%+4.3pp | 32.53%-29.2pp | 173.45%-170.1pp |
| Employer contribution / active EE | $1,203 | $774+55.5% | $1,961-38.6% | $2,499-51.8% |
| Participant deferral / active EE | $0 | $1,421-100.0% | $3,108-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $52-100.0% | $5,060-100.0% | $68-100.0% |