Filed February 24, 2004 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,868 | $50,982-88.5% | $154,803-96.2% | $85,563-93.1% |
| Participation rate | 93.0% | 59.8%+33.2pp | 78.1%+15.0pp | 66.0%+27.1pp |
| Annual return | -11.59% | 30.35%-41.9pp | 58.88%-70.5pp | 31.51%-43.1pp |
| Employer contribution / active EE | $3,837 | $1,708+124.6% | $4,305-10.9% | $2,654+44.6% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $846-100.0% | $14,329-100.0% | $834-100.0% |