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 | $104,147 | $79,124+31.6% | $60,874+71.1% | $64,808+60.7% |
| Participation rate | 93.6% | 77.7%+15.9pp | 73.1%+20.5pp | 71.5%+22.1pp |
| Annual return | -9.05% | -7.13%-1.9pp | 16.90%-25.9pp | 32.82%-41.9pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,692 | $3,725+106.5% | $3,817+101.5% | $4,310+78.4% |
| Admin fee / account holder | $94 | $106-10.9% | $3,224-97.1% | $188-49.8% |