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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,990 | $99,957-46.0% | $149,696-63.9% | $73,488-26.5% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 3.89% | 53.87%-50.0pp | 276.60%-272.7pp | 28.51%-24.6pp |
| Employer contribution / active EE | $3,235 | $3,191+1.4% | $4,644-30.3% | $2,270+42.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $551-99.2% | $9,309-100.0% | $513-99.1% |