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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,628 | $122,239+6.9% | $184,203-29.1% | $74,495+75.4% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+32.0pp |
| Annual return | 11.41% | 19.95%-8.5pp | 28.81%-17.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $6,475 | $4,537+42.7% | $6,427+0.7% | $2,623+146.9% |
| Participant deferral / active EE | $7,599 | $7,139+6.5% | $9,131-16.8% | $4,346+74.9% |
| Admin fee / account holder | $211 | $1,260-83.3% | $13,901-98.5% | $1,942-89.1% |