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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,722 | $176,491-37.3% | $95,952+15.4% | $90,288+22.6% |
| Participation rate | 98.2% | 86.6%+11.6pp | 77.1%+21.1pp | 73.4%+24.9pp |
| Annual return | 0.00% | 20.14%-20.1pp | 91.61%-91.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $3,682 | $2,789+32.0% | $2,541+44.9% | $2,524+45.9% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |