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 | $359,716 | $65,708+447.4% | $76,817+368.3% | $77,787+362.4% |
| Participation rate | 98.3% | 79.0%+19.4pp | 72.1%+26.3pp | 73.2%+25.1pp |
| Annual return | 13.17% | 49.86%-36.7pp | 1166.11%-1152.9pp | 32.57%-19.4pp |
| Employer contribution / active EE | $4,111 | $2,167+89.7% | $2,302+78.6% | $2,504+64.2% |
| Participant deferral / active EE | $0 | $3,254-100.0% | $3,336-100.0% | $3,967-100.0% |
| Admin fee / account holder | $1 | $91-99.4% | $6,420-100.0% | $100-99.5% |