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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,218 | $44,960+62.9% | $84,966-13.8% | $74,495-1.7% |
| Participation rate | 3.2% | 49.4%-46.1pp | 67.5%-64.3pp | 67.2%-64.0pp |
| Annual return | -8.43% | 26.24%-34.7pp | 66.38%-74.8pp | 1364.94%-1373.4pp |
| Employer contribution / active EE | $4,865 | $1,457+233.9% | $2,727+78.4% | $2,623+85.5% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |