Filed April 1, 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 | $247,171 | $122,239+102.2% | $184,203+34.2% | $74,495+231.8% |
| Participation rate | 92.9% | 85.5%+7.4pp | 86.8%+6.1pp | 67.2%+25.7pp |
| Annual return | 13.12% | 19.95%-6.8pp | 28.81%-15.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $7,161 | $4,537+57.8% | $6,427+11.4% | $2,623+173.0% |
| Participant deferral / active EE | $4,952 | $7,139-30.6% | $9,131-45.8% | $4,346+13.9% |
| Admin fee / account holder | $11 | $1,260-99.1% | $13,901-99.9% | $1,942-99.4% |