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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,465 | $65,223-7.3% | $80,019-24.4% | $55,725+8.5% |
| Participation rate | 99.0% | 80.6%+18.5pp | 75.8%+23.2pp | 70.9%+28.2pp |
| Annual return | 4.23% | 7.59%-3.4pp | 11.22%-7.0pp | 244.93%-240.7pp |
| Employer contribution / active EE | $4,612 | $2,544+81.3% | $2,468+86.9% | $2,078+121.9% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $194 | $114+69.9% | $6,521-97.0% | $115+68.4% |