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 | $141,838 | $79,519+78.4% | $95,952+47.8% | $73,409+93.2% |
| Participation rate | 88.6% | 81.2%+7.5pp | 77.1%+11.6pp | 72.2%+16.5pp |
| Annual return | -0.77% | 19.20%-20.0pp | 91.61%-92.4pp | 59.29%-60.1pp |
| Employer contribution / active EE | $5,511 | $2,048+169.1% | $2,541+116.9% | $2,234+146.7% |
| Participant deferral / active EE | $4,394 | $4,138+6.2% | $4,167+5.5% | $3,805+15.5% |
| Admin fee / account holder | $2 | $184-99.0% | $6,795-100.0% | $158-98.9% |