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 | $349,613 | $111,651+213.1% | $86,874+302.4% | $101,517+244.4% |
| Participation rate | 97.7% | 83.2%+14.5pp | 71.6%+26.1pp | 74.6%+23.1pp |
| Annual return | 4.95% | 19.55%-14.6pp | 63.52%-58.6pp | 21.00%-16.0pp |
| Employer contribution / active EE | $4,301 | $3,410+26.1% | $2,495+72.3% | $2,973+44.7% |
| Participant deferral / active EE | $0 | $4,831-100.0% | $3,699-100.0% | $4,873-100.0% |
| Admin fee / account holder | $0 | $79-99.7% | $5,828-100.0% | $139-99.8% |