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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,793 | $60,165+114.1% | $74,183+73.6% | $55,167+133.5% |
| Participation rate | 96.3% | 74.2%+22.2pp | 76.6%+19.7pp | 69.0%+27.3pp |
| Annual return | 82.71% | 10.00%+72.7pp | 17.74%+65.0pp | 169.23%-86.5pp |
| Employer contribution / active EE | $972 | $1,600-39.2% | $2,370-59.0% | $1,963-50.5% |
| Participant deferral / active EE | $4,722 | $2,973+58.8% | $3,550+33.0% | $3,054+54.6% |
| Admin fee / account holder | $8 | $419-98.2% | $5,586-99.9% | $504-98.5% |