Filed July 1, 2004
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,923 | $91,762+10.0% | $67,502+49.5% | $77,643+30.0% |
| Participation rate | 96.9% | 75.9%+21.0pp | 72.9%+24.0pp | 70.6%+26.3pp |
| Annual return | 70.65% | 14.87%+55.8pp | 3512.12%-3441.5pp | 31.24%+39.4pp |
| Employer contribution / active EE | $20 | $3,181-99.4% | $2,731-99.3% | $2,726-99.3% |
| Participant deferral / active EE | $6,583 | $3,903+68.7% | $4,000+64.6% | $4,647+41.7% |
| Admin fee / account holder | $70 | $176-60.2% | $3,998-98.2% | $430-83.7% |