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 | $66,824 | $89,274-25.1% | $149,718-55.4% | $77,958-14.3% |
| Participation rate | 97.2% | 87.6%+9.6pp | 87.1%+10.1pp | 71.6%+25.5pp |
| Annual return | 17.06% | 20.36%-3.3pp | 1501.63%-1484.6pp | 20.87%-3.8pp |
| Employer contribution / active EE | $2,291 | $3,727-38.5% | $5,445-57.9% | $2,310-0.8% |
| Participant deferral / active EE | $5,616 | $5,382+4.3% | $6,569-14.5% | $3,537+58.8% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |