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 | $71,335 | $74,347-4.1% | $93,606-23.8% | $67,579+5.6% |
| Participation rate | 98.7% | 80.6%+18.1pp | 75.8%+22.9pp | 71.3%+27.4pp |
| Annual return | 13.62% | 28.07%-14.5pp | 32.76%-19.1pp | 378.56%-364.9pp |
| Employer contribution / active EE | $7,102 | $2,583+175.0% | $2,718+161.3% | $2,148+230.7% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $185 | $123+51.1% | $7,888-97.6% | $142+30.3% |