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 | $227,780 | $104,697+117.6% | $96,544+135.9% | $80,160+184.2% |
| Participation rate | 98.9% | 86.4%+12.6pp | 76.0%+23.0pp | 72.9%+26.0pp |
| Annual return | 72.48% | 21.78%+50.7pp | 25.84%+46.6pp | 40.38%+32.1pp |
| Employer contribution / active EE | $7,827 | $3,536+121.3% | $2,965+164.0% | $2,978+162.9% |
| Participant deferral / active EE | $0 | $6,188-100.0% | $4,851-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |