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 | $118,368 | $83,884+41.1% | $64,056+84.8% | $74,419+59.1% |
| Participation rate | 97.0% | 76.6%+20.3pp | 72.3%+24.7pp | 70.7%+26.2pp |
| Annual return | 17.30% | 16.57%+0.7pp | 33.69%-16.4pp | 34.38%-17.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $8,267 | $3,692+123.9% | $3,880+113.1% | $4,528+82.6% |
| Admin fee / account holder | $77 | $196-60.9% | $3,068-97.5% | $348-78.0% |