Filed October 18, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,322 | $89,652-34.9% | $141,162-58.7% | $65,185-10.5% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.4pp | 70.2%+27.6pp |
| Annual return | 41.99% | 32.79%+9.2pp | 71.39%-29.4pp | 29.38%+12.6pp |
| Employer contribution / active EE | $4,110 | $3,065+34.1% | $4,735-13.2% | $2,177+88.8% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $569-99.2% | $10,261-100.0% | $847-99.5% |