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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,074 | $100,179-86.9% | $84,015-84.4% | $89,569-85.4% |
| Participation rate | 97.9% | 54.1%+43.8pp | 69.0%+28.9pp | 69.6%+28.3pp |
| Annual return | 26.75% | 22.50%+4.2pp | 71.31%-44.6pp | 34.56%-7.8pp |
| Employer contribution / active EE | $670 | $816-17.9% | $1,983-66.2% | $2,584-74.1% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,220-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $6,101-100.0% | $72-100.0% |