Filed February 4, 2004 (most recent of 2 filings on file)
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 | $42,781 | $77,577-44.9% | $101,794-58.0% | $140,769-69.6% |
| Participation rate | 97.2% | 56.8%+40.4pp | 69.2%+28.1pp | 74.2%+23.1pp |
| Annual return | 9.12% | 14.47%-5.4pp | 30.53%-21.4pp | 16.82%-7.7pp |
| Employer contribution / active EE | $1,394 | $1,318+5.8% | $2,289-39.1% | $3,906-64.3% |
| Participant deferral / active EE | $0 | $2,205-100.0% | $4,084-100.0% | $6,717-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $8,777-100.0% | $229-100.0% |