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.
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 | $133,451 | $64,909+105.6% | $82,313+62.1% | $62,292+114.2% |
| Participation rate | 95.5% | 74.9%+20.7pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 7.44% | 21.18%-13.7pp | 25.88%-18.4pp | 28.90%-21.5pp |
| Employer contribution / active EE | $5,339 | $1,676+218.6% | $2,428+119.9% | $2,042+161.5% |
| Participant deferral / active EE | $4,368 | $3,103+40.8% | $3,706+17.9% | $3,169+37.8% |
| Admin fee / account holder | $9 | $440-97.9% | $5,608-99.8% | $479-98.0% |