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 | $36,847 | $53,531-31.2% | $86,188-57.2% | $96,393-61.8% |
| Participation rate | 97.0% | 53.4%+43.5pp | 69.0%+28.0pp | 71.3%+25.7pp |
| Annual return | 29.57% | 20.51%+9.1pp | 1168.45%-1138.9pp | 22.88%+6.7pp |
| Employer contribution / active EE | $887 | $1,158-23.4% | $2,380-62.7% | $3,238-72.6% |
| Participant deferral / active EE | $0 | $1,965-100.0% | $3,985-100.0% | $5,455-100.0% |
| Admin fee / account holder | $0 | $55-100.0% | $6,852-100.0% | $74-100.0% |