Filed January 28, 2004 (most recent of 4 filings on file)
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 | $58,313 | $121,341-51.9% | $189,513-69.2% | $79,386-26.5% |
| Participation rate | 82.6% | 86.1%-3.5pp | 87.8%-5.2pp | 70.7%+11.9pp |
| Annual return | 46.35% | 21.08%+25.3pp | 555.15%-508.8pp | 116.85%-70.5pp |
| Employer contribution / active EE | $1,745 | $3,915-55.4% | $6,162-71.7% | $2,427-28.1% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |