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 | $116,444 | $94,833+22.8% | $75,696+53.8% | $86,799+34.2% |
| Participation rate | 97.6% | 79.1%+18.5pp | 74.8%+22.8pp | 72.3%+25.3pp |
| Annual return | 13.57% | 16.91%-3.3pp | 104.53%-91.0pp | 97.91%-84.3pp |
| Employer contribution / active EE | $8,427 | $2,904+190.2% | $2,743+207.3% | $2,405+250.4% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $85 | $109-21.7% | $3,619-97.6% | $170-49.8% |