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.
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 | $306,470 | $89,497+242.4% | $70,092+337.2% | $78,044+292.7% |
| Participation rate | 99.2% | 79.9%+19.3pp | 70.5%+28.7pp | 74.4%+24.8pp |
| Annual return | -7.49% | -12.39%+4.9pp | 190.73%-198.2pp | 10.87%-18.4pp |
| Employer contribution / active EE | $8,406 | $3,152+166.7% | $2,559+228.5% | $3,125+169.0% |
| Participant deferral / active EE | $0 | $4,564-100.0% | $3,849-100.0% | $5,084-100.0% |
| Admin fee / account holder | $0 | $78-99.5% | $6,267-100.0% | $79-99.5% |