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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $514,796 | $117,739+337.2% | $91,541+462.4% | $117,739+337.2% |
| Participation rate | 99.4% | 76.6%+22.8pp | 69.8%+29.7pp | 76.6%+22.8pp |
| Annual return | 6.59% | 17.29%-10.7pp | 20.50%-13.9pp | 17.29%-10.7pp |
| Employer contribution / active EE | $5,017 | $3,746+33.9% | $2,505+100.3% | $3,746+33.9% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $4,008-100.0% | $6,128-100.0% |
| Admin fee / account holder | $0 | $112-99.9% | $6,956-100.0% | $112-99.9% |