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 | $64,549 | $80,005-19.3% | $140,016-53.9% | $55,725+15.8% |
| Participation rate | 94.1% | 87.0%+7.2pp | 87.5%+6.7pp | 70.9%+23.3pp |
| Annual return | -5.09% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,502 | $3,403-26.5% | $5,606-55.4% | $2,078+20.4% |
| Participant deferral / active EE | $7,141 | $5,264+35.7% | $6,927+3.1% | $3,356+112.8% |
| Admin fee / account holder | $0 | $116-99.9% | $10,705-100.0% | $115-99.9% |