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 | $17,307 | $48,464-64.3% | $90,951-81.0% | $106,222-83.7% |
| Participation rate | 97.4% | 53.1%+44.3pp | 69.0%+28.4pp | 70.8%+26.6pp |
| Annual return | 40.43% | 16.72%+23.7pp | 134.60%-94.2pp | 21.69%+18.7pp |
| Employer contribution / active EE | $807 | $939-14.1% | $2,122-62.0% | $2,723-70.4% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,600-100.0% |
| Admin fee / account holder | $0 | $58-100.0% | $5,959-100.0% | $78-100.0% |