Filed October 18, 2004 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,552 | $82,546-41.2% | $140,016-65.3% | $75,289-35.5% |
| Participation rate | 87.4% | 88.4%-1.0pp | 87.5%-0.1pp | 72.4%+15.0pp |
| Annual return | -3.90% | -0.36%-3.5pp | 651.12%-655.0pp | -0.04%-3.9pp |
| Employer contribution / active EE | $4,686 | $3,856+21.5% | $5,606-16.4% | $2,405+94.8% |
| Participant deferral / active EE | $547 | $5,731-90.5% | $6,927-92.1% | $3,739-85.4% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |