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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,342 | $55,785-49.2% | $96,562-70.6% | $106,520-73.4% |
| Participation rate | 96.8% | 53.4%+43.4pp | 69.8%+26.9pp | 71.3%+25.4pp |
| Annual return | 68.94% | 17.66%+51.3pp | 37.78%+31.2pp | 19.28%+49.7pp |
| Employer contribution / active EE | $844 | $1,042-19.0% | $2,356-64.2% | $2,840-70.3% |
| Participant deferral / active EE | $0 | $1,782-100.0% | $3,849-100.0% | $4,948-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $6,181-100.0% | $75-100.0% |