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 | $139,542 | $65,118+114.3% | $76,768+81.8% | $55,725+150.4% |
| Participation rate | 94.0% | 79.6%+14.4pp | 77.0%+17.1pp | 70.9%+23.2pp |
| Annual return | 8.23% | -1.27%+9.5pp | 2.43%+5.8pp | 244.93%-236.7pp |
| Employer contribution / active EE | $5,540 | $1,941+185.4% | $2,485+122.9% | $2,078+166.6% |
| Participant deferral / active EE | $4,571 | $3,688+23.9% | $3,852+18.7% | $3,356+36.2% |
| Admin fee / account holder | $5 | $116-95.4% | $6,675-99.9% | $115-95.4% |