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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,601 | $49,915-50.7% | $154,803-84.1% | $74,304-66.9% |
| Participation rate | 47.7% | 54.0%-6.2pp | 78.1%-30.3pp | 60.3%-12.6pp |
| Annual return | 9.65% | 34.06%-24.4pp | 58.88%-49.2pp | 29.43%-19.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $919 | $2,255-59.2% | $5,540-83.4% | $3,767-75.6% |
| Admin fee / account holder | $27 | $2,189-98.8% | $14,329-99.8% | $2,969-99.1% |