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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,687 | $48,230+146.1% | $67,502+75.8% | $80,856+46.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.10% | 18.28%-6.2pp | 3512.12%-3500.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $414 | $2,020-79.5% | $2,731-84.8% | $2,755-85.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |