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 | $362,783 | $225,489+60.9% | $81,930+342.8% | $93,223+289.2% |
| Participation rate | 98.7% | 80.7%+18.0pp | 72.0%+26.7pp | 74.9%+23.8pp |
| Annual return | 5.80% | 14.44%-8.6pp | 29.49%-23.7pp | 19.29%-13.5pp |
| Employer contribution / active EE | $4,347 | $3,151+38.0% | $4,310+0.9% | $2,680+62.2% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $7,107-100.0% | $4,563-100.0% |
| Admin fee / account holder | $1 | $185-99.7% | $5,158-100.0% | $79-99.4% |