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 | $84,978 | $65,557+29.6% | $64,056+32.7% | $71,457+18.9% |
| Participation rate | 90.7% | 73.2%+17.5pp | 72.3%+18.4pp | 67.9%+22.8pp |
| Annual return | 14.33% | 18.94%-4.6pp | 33.69%-19.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $897 | $2,669-66.4% | $2,747-67.3% | $2,588-65.3% |
| Participant deferral / active EE | $3,454 | $3,626-4.7% | $3,880-11.0% | $4,289-19.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |