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.
Participant contribution per participant 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 | $331,457 | $58,758+464.1% | $70,014+373.4% | $63,975+418.1% |
| Participation rate | 98.9% | 77.5%+21.4pp | 71.8%+27.1pp | 71.1%+27.8pp |
| Annual return | 20.34% | 18.05%+2.3pp | 12.99%+7.3pp | 48.65%-28.3pp |
| Employer contribution / active EE | $3,155 | $1,973+59.9% | $2,338+34.9% | $2,182+44.6% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $71-99.4% | $4,380-100.0% | $70-99.4% |