Filed October 18, 2004
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.
Participant contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,190 | $47,977-74.6% | $154,107-92.1% | $56,287-78.3% |
| Participation rate | 99.5% | 66.2%+33.4pp | 83.0%+16.5pp | 69.9%+29.7pp |
| Annual return | -3.82% | 3.54%-7.4pp | 735.12%-738.9pp | -9.96%+6.1pp |
| Employer contribution / active EE | $814 | $2,169-62.5% | $5,298-84.6% | $2,111-61.4% |
| Participant deferral / active EE | $567 | $2,392-76.3% | $5,081-88.8% | $3,350-83.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |