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 | $27,398 | $78,419-65.1% | $133,956-79.5% | $73,409-62.7% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.8%+18.0pp | 72.2%+25.7pp |
| Annual return | 19.08% | 33.35%-14.3pp | 45.09%-26.0pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,838 | $2,044-10.1% | $3,919-53.1% | $2,234-17.7% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |