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.
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 | $23,822 | $37,196-36.0% | $154,107-84.5% | $55,725-57.3% |
| Participation rate | 29.3% | 64.1%-34.8pp | 83.0%-53.7pp | 70.9%-41.5pp |
| Annual return | -2.63% | 1319.68%-1322.3pp | 735.12%-737.7pp | 244.93%-247.6pp |
| Employer contribution / active EE | $413 | $1,614-74.4% | $5,298-92.2% | $2,078-80.1% |
| Participant deferral / active EE | $719 | $2,068-65.2% | $5,081-85.9% | $3,356-78.6% |
| Admin fee / account holder | $174 | $102+71.3% | $13,411-98.7% | $115+51.1% |