Filed March 12, 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 10-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.
Annual investment return 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 | $42,714 | $69,651-38.7% | $63,517-32.8% | $69,651-38.7% |
| Participation rate | 86.4% | 66.6%+19.8pp | 71.0%+15.4pp | 66.6%+19.8pp |
| Annual return | -8.32% | 53.77%-62.1pp | -70.30%+62.0pp | 53.77%-62.1pp |
| Employer contribution / active EE | $1,967 | $2,241-12.2% | $2,322-15.3% | $2,241-12.2% |
| Participant deferral / active EE | $2,946 | $3,635-19.0% | $2,953-0.3% | $3,635-19.0% |
| Admin fee / account holder | $0 | $63-100.0% | $5,892-100.0% | $63-100.0% |