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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,372 | $91,762+22.5% | $67,502+66.5% | $77,643+44.7% |
| Participation rate | 99.3% | 75.9%+23.4pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 12.20% | 14.87%-2.7pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $9,693 | $3,181+204.7% | $2,731+254.9% | $2,726+255.6% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $87 | $176-50.4% | $3,998-97.8% | $430-79.7% |