Filed October 18, 2004
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 | $60,708 | $75,284-19.4% | $91,001-33.3% | $69,631-12.8% |
| Participation rate | 99.4% | 80.4%+19.0pp | 75.6%+23.8pp | 70.7%+28.7pp |
| Annual return | 10.65% | 48.40%-37.8pp | 4.60%+6.0pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,606 | $3,700-29.6% | $3,547-26.5% | $3,224-19.2% |
| Admin fee / account holder | $219 | $111+98.4% | $5,417-96.0% | $110+98.7% |