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 | $86,987 | $93,131-6.6% | $106,548-18.4% | $86,799+0.2% |
| Participation rate | 98.8% | 81.4%+17.4pp | 76.1%+22.7pp | 72.3%+26.6pp |
| Annual return | 13.36% | 19.45%-6.1pp | 26.80%-13.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $5,501 | $2,895+90.0% | $2,819+95.1% | $2,405+128.7% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |