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 | $114,484 | $67,984+68.4% | $65,493+74.8% | $74,304+54.1% |
| Participation rate | 98.9% | 66.3%+32.5pp | 73.1%+25.8pp | 60.3%+38.5pp |
| Annual return | 13.24% | 19.87%-6.6pp | 982.45%-969.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $3,217 | $2,491+29.1% | $2,574+25.0% | $2,241+43.5% |
| Participant deferral / active EE | $4,499 | $3,346+34.4% | $3,961+13.6% | $3,767+19.4% |
| Admin fee / account holder | $217 | $1,373-84.2% | $5,028-95.7% | $2,969-92.7% |