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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,790 | $106,028-50.2% | $146,958-64.1% | $77,643-32.0% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.9pp | 70.6%+27.4pp |
| Annual return | 10.48% | 56.73%-46.3pp | 418.34%-407.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $2,990 | $4,063-26.4% | $4,933-39.4% | $2,726+9.7% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $7 | $337-97.8% | $12,998-99.9% | $430-98.3% |