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 | $107,116 | $122,186-12.3% | $146,958-27.1% | $199,593-46.3% |
| Participation rate | 99.8% | 78.3%+21.5pp | 82.2%+17.6pp | 72.0%+27.8pp |
| Annual return | 13.34% | 30.56%-17.2pp | 418.34%-405.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $7,017 | $4,093+71.4% | $4,933+42.2% | $3,034+131.3% |
| Participant deferral / active EE | $10,158 | $8,502+19.5% | $8,070+25.9% | $5,087+99.7% |
| Admin fee / account holder | $4 | $179-97.9% | $12,998-100.0% | $269-98.6% |