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 | $78,235 | $92,055-15.0% | $106,213-26.3% | $77,643+0.8% |
| Participation rate | 85.4% | 81.0%+4.4pp | 75.3%+10.1pp | 70.6%+14.9pp |
| Annual return | 11.24% | 17.91%-6.7pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $6,554 | $3,367+94.7% | $3,171+106.7% | $2,726+140.4% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $18 | $219-91.7% | $11,033-99.8% | $430-95.8% |