Filed October 18, 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 9-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,544 | $73,102+28.0% | $123,544-24.3% | $56,287+66.2% |
| Participation rate | 93.5% | 74.3%+19.2pp | 82.3%+11.2pp | 69.9%+23.7pp |
| Annual return | -6.63% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $6,613 | $2,977+122.2% | $4,628+42.9% | $2,111+213.3% |
| Participant deferral / active EE | $3,924 | $5,423-27.6% | $6,426-38.9% | $3,350+17.1% |
| Admin fee / account holder | $136 | $554-75.5% | $9,284-98.5% | $521-74.0% |