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 | $134,671 | $130,141+3.5% | $86,677+55.4% | $77,904+72.9% |
| Participation rate | 99.1% | 85.9%+13.1pp | 76.6%+22.5pp | 73.7%+25.4pp |
| Annual return | -9.94% | -12.75%+2.8pp | 35.91%-45.9pp | 12.21%-22.1pp |
| Employer contribution / active EE | $5,553 | $3,220+72.4% | $2,836+95.8% | $2,848+95.0% |
| Participant deferral / active EE | $0 | $5,757-100.0% | $4,656-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |