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 | $54,043 | $82,202-34.3% | $125,339-56.9% | $64,808-16.6% |
| Participation rate | 92.5% | 77.9%+14.7pp | 82.4%+10.2pp | 71.5%+21.1pp |
| Annual return | 11.19% | 3.48%+7.7pp | 572.05%-560.9pp | 32.82%-21.6pp |
| Employer contribution / active EE | $4,151 | $3,615+14.8% | $4,814-13.8% | $2,506+65.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |