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 | $71,622 | $84,784-15.5% | $98,439-27.2% | $74,419-3.8% |
| Participation rate | 82.5% | 81.5%+0.9pp | 75.2%+7.3pp | 70.7%+11.7pp |
| Annual return | 9.71% | 20.59%-10.9pp | 21.16%-11.5pp | 34.38%-24.7pp |
| Employer contribution / active EE | $6,801 | $3,364+102.1% | $3,048+123.1% | $2,637+157.9% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $17 | $204-91.9% | $8,948-99.8% | $348-95.2% |