Filed October 18, 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 | $53,985 | $104,317-48.2% | $159,436-66.1% | $86,799-37.8% |
| Participation rate | 90.4% | 77.7%+12.7pp | 82.8%+7.5pp | 72.3%+18.1pp |
| Annual return | 18.84% | 26.32%-7.5pp | 263.57%-244.7pp | 97.91%-79.1pp |
| Employer contribution / active EE | $4,247 | $3,451+23.1% | $4,829-12.1% | $2,405+76.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |