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 | $64,085 | $81,908-21.8% | $90,749-29.4% | $64,808-1.1% |
| Participation rate | 83.9% | 80.5%+3.5pp | 75.7%+8.2pp | 71.5%+12.5pp |
| Annual return | -17.98% | -12.53%-5.4pp | -12.16%-5.8pp | 32.82%-50.8pp |
| Employer contribution / active EE | $6,758 | $3,065+120.5% | $2,921+131.4% | $2,506+169.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-99.9% | $8,445-100.0% | $188-100.0% |