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 6-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 | $61,272 | $75,760-19.1% | $123,104-50.2% | $59,188+3.5% |
| Participation rate | 83.3% | 86.0%-2.8pp | 86.8%-3.5pp | 69.4%+13.8pp |
| Annual return | -0.11% | 2.93%-3.0pp | 13.22%-13.3pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,715 | $3,415-49.8% | $5,151-66.7% | $2,098-18.3% |
| Participant deferral / active EE | $4,867 | $5,000-2.7% | $6,230-21.9% | $3,265+49.1% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |