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.
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 | $317,284 | $123,286+157.4% | $75,670+319.3% | $77,958+307.0% |
| Participation rate | 99.0% | 78.8%+20.3pp | 72.3%+26.7pp | 71.6%+27.4pp |
| Annual return | -2.19% | 20.45%-22.6pp | 27.34%-29.5pp | 20.87%-23.1pp |
| Employer contribution / active EE | $3,077 | $2,035+51.2% | $2,352+30.8% | $2,310+33.2% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $3,142-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $144-99.7% | $5,800-100.0% | $97-99.5% |