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 | $10,681 | $48,464-78.0% | $90,951-88.3% | $106,222-89.9% |
| Participation rate | 82.1% | 53.1%+29.0pp | 69.0%+13.1pp | 70.8%+11.3pp |
| Annual return | 24.94% | 16.72%+8.2pp | 134.60%-109.7pp | 21.69%+3.2pp |
| Employer contribution / active EE | $2,183 | $939+132.4% | $2,122+2.9% | $2,723-19.8% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,600-100.0% |
| Admin fee / account holder | $0 | $58-100.0% | $5,959-100.0% | $78-100.0% |