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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,244 | $144,996+2.9% | $111,297+34.1% | $93,030+60.4% |
| Participation rate | 96.1% | 86.2%+10.0pp | 77.3%+18.8pp | 73.9%+22.2pp |
| Annual return | 34.02% | 18.26%+15.8pp | 54.65%-20.6pp | 158.70%-124.7pp |
| Employer contribution / active EE | $4,346 | $3,056+42.2% | $2,731+59.1% | $2,706+60.6% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,964-100.0% | $152-100.0% |