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.
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 | $30,853 | $47,977-35.7% | $154,107-80.0% | $56,287-45.2% |
| Participation rate | 67.8% | 66.2%+1.7pp | 83.0%-15.2pp | 69.9%-2.0pp |
| Annual return | 9.86% | 3.54%+6.3pp | 735.12%-725.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,003 | $2,392+109.2% | $5,081-1.5% | $3,350+49.3% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.8% |