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 | $53,407 | $95,274-43.9% | $135,903-60.7% | $74,419-28.2% |
| Participation rate | 91.6% | 78.2%+13.4pp | 81.9%+9.7pp | 70.7%+20.8pp |
| Annual return | 9.51% | 32.77%-23.3pp | 68.23%-58.7pp | 34.38%-24.9pp |
| Employer contribution / active EE | $3,456 | $3,874-10.8% | $4,856-28.8% | $2,637+31.0% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $266-97.8% | $10,762-99.9% | $348-98.3% |