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 | $76,849 | $85,135-9.7% | $98,907-22.3% | $73,409+4.7% |
| Participation rate | 99.4% | 81.1%+18.3pp | 76.0%+23.4pp | 72.2%+27.3pp |
| Annual return | 10.62% | 19.14%-8.5pp | 196.43%-185.8pp | 59.29%-48.7pp |
| Employer contribution / active EE | $6,035 | $2,721+121.8% | $2,689+124.5% | $2,234+170.2% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $139-99.9% | $6,642-100.0% | $158-99.9% |