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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,088 | $60,989+37.9% | $60,874+38.1% | $66,914+25.7% |
| Participation rate | 98.7% | 74.5%+24.3pp | 73.1%+25.6pp | 69.8%+28.9pp |
| Annual return | -10.73% | -9.60%-1.1pp | 16.90%-27.6pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,830 | $2,661+6.4% | $2,701+4.7% | $2,544+11.2% |
| Participant deferral / active EE | $4,340 | $3,615+20.1% | $3,817+13.7% | $4,237+2.4% |
| Admin fee / account holder | $64 | $338-81.1% | $3,224-98.0% | $593-89.2% |