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 | $495,247 | $103,282+379.5% | $81,382+508.5% | $99,062+399.9% |
| Participation rate | 98.4% | 73.2%+25.2pp | 69.5%+29.0pp | 71.6%+26.8pp |
| Annual return | 33.88% | 15.11%+18.8pp | 24.73%+9.1pp | 17.66%+16.2pp |
| Employer contribution / active EE | $5,071 | $3,061+65.7% | $2,463+105.9% | $3,262+55.5% |
| Participant deferral / active EE | $0 | $4,549-100.0% | $3,883-100.0% | $5,331-100.0% |
| Admin fee / account holder | $0 | $78-99.6% | $5,768-100.0% | $109-99.7% |