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 | $12,211 | $47,540-74.3% | $79,550-84.6% | $89,394-86.3% |
| Participation rate | 74.8% | 54.9%+19.9pp | 69.5%+5.3pp | 71.3%+3.5pp |
| Annual return | 7.52% | -8.05%+15.6pp | 0.16%+7.4pp | -11.89%+19.4pp |
| Employer contribution / active EE | $1,140 | $1,122+1.6% | $2,413-52.7% | $3,022-62.3% |
| Participant deferral / active EE | $0 | $1,961-100.0% | $3,985-100.0% | $5,123-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $6,832-100.0% | $79-100.0% |