Filed November 10, 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 | $98,590 | $102,553-3.9% | $151,611-35.0% | $66,914+47.3% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -15.81% | -10.82%-5.0pp | 3.33%-19.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $8,376 | $4,180+100.4% | $6,166+35.8% | $2,544+229.2% |
| Participant deferral / active EE | $6,763 | $6,641+1.8% | $8,363-19.1% | $4,237+59.6% |
| Admin fee / account holder | $182 | $630-71.1% | $11,616-98.4% | $593-69.4% |