Filed April 23, 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 6-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 | $301,307 | $128,899+133.8% | $113,168+166.2% | $102,872+192.9% |
| Participation rate | 98.3% | 87.0%+11.3pp | 76.6%+21.7pp | 73.0%+25.3pp |
| Annual return | 22.65% | 15.88%+6.8pp | 24.27%-1.6pp | 19.06%+3.6pp |
| Employer contribution / active EE | $5,517 | $3,713+48.6% | $2,975+85.4% | $3,526+56.4% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $12,068-100.0% | $292-100.0% |