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 | $95,035 | $65,557+45.0% | $64,056+48.4% | $71,457+33.0% |
| Participation rate | 98.8% | 73.2%+25.6pp | 72.3%+26.5pp | 67.9%+30.8pp |
| Annual return | 13.49% | 18.94%-5.5pp | 33.69%-20.2pp | 28.85%-15.4pp |
| Employer contribution / active EE | $2,912 | $2,669+9.1% | $2,747+6.0% | $2,588+12.5% |
| Participant deferral / active EE | $4,551 | $3,626+25.5% | $3,880+17.3% | $4,289+6.1% |
| Admin fee / account holder | $70 | $616-88.6% | $3,068-97.7% | $1,587-95.6% |