Filed November 25, 2003
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 | $76,714 | $60,989+25.8% | $60,874+26.0% | $66,914+14.6% |
| Participation rate | 91.1% | 74.5%+16.7pp | 73.1%+18.0pp | 69.8%+21.3pp |
| Annual return | -11.50% | -9.60%-1.9pp | 16.90%-28.4pp | 1.58%-13.1pp |
| Employer contribution / active EE | $844 | $2,661-68.3% | $2,701-68.8% | $2,544-66.8% |
| Participant deferral / active EE | $3,695 | $3,615+2.2% | $3,817-3.2% | $4,237-12.8% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |