Filed November 30, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,456 | $111,491-9.0% | $189,513-46.5% | $86,799+16.9% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.8%+9.7pp | 72.3%+25.2pp |
| Annual return | 16.21% | 83.50%-67.3pp | 555.15%-538.9pp | 97.91%-81.7pp |
| Employer contribution / active EE | $6,974 | $3,951+76.5% | $6,162+13.2% | $2,405+189.9% |
| Participant deferral / active EE | $4,172 | $6,437-35.2% | $8,221-49.3% | $4,131+1.0% |
| Admin fee / account holder | $8 | $189-95.9% | $12,045-99.9% | $170-95.4% |