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 | $101,977 | $69,763+46.2% | $67,502+51.1% | $74,495+36.9% |
| Participation rate | 97.6% | 71.4%+26.3pp | 72.9%+24.7pp | 67.2%+30.4pp |
| Annual return | 10.53% | -40.34%+50.9pp | 3512.12%-3501.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $3,087 | $2,704+14.2% | $2,731+13.0% | $2,623+17.7% |
| Participant deferral / active EE | $4,823 | $3,636+32.6% | $4,000+20.6% | $4,346+11.0% |
| Admin fee / account holder | $108 | $896-88.0% | $3,998-97.3% | $1,942-94.4% |