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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,183 | $95,274-37.9% | $135,903-56.5% | $74,419-20.5% |
| Participation rate | 90.8% | 78.2%+12.6pp | 81.9%+8.9pp | 70.7%+20.1pp |
| Annual return | 12.95% | 32.77%-19.8pp | 68.23%-55.3pp | 34.38%-21.4pp |
| Employer contribution / active EE | $3,989 | $3,874+3.0% | $4,856-17.9% | $2,637+51.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |