Filed December 30, 2003 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,419 | $71,666-68.7% | $117,854-81.0% | $69,631-67.8% |
| Participation rate | 98.3% | 77.5%+20.8pp | 79.7%+18.6pp | 70.7%+27.6pp |
| Annual return | 18.56% | 18.86%-0.3pp | 335.08%-316.5pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,838 | $1,889-2.7% | $3,786-51.4% | $2,032-9.5% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |