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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,649 | $55,453-73.6% | $170,442-91.4% | $62,292-76.5% |
| Participation rate | 78.0% | 66.4%+11.7pp | 83.6%-5.6pp | 69.5%+8.5pp |
| Annual return | 23.19% | 21.38%+1.8pp | 205.93%-182.7pp | 28.90%-5.7pp |
| Employer contribution / active EE | $3,122 | $2,164+44.3% | $5,433-42.5% | $2,042+52.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $192 | $455-57.7% | $13,880-98.6% | $479-59.8% |