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 8-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.
Participant contribution per participant 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 | $49,845 | $30,979+60.9% | $67,711-26.4% | $59,188-15.8% |
| Participation rate | 99.3% | 40.5%+58.8pp | 67.5%+31.8pp | 69.4%+29.9pp |
| Annual return | 20.65% | -1.74%+22.4pp | 25.41%-4.8pp | 5.51%+15.1pp |
| Employer contribution / active EE | $689 | $807-14.7% | $2,559-73.1% | $2,098-67.2% |
| Participant deferral / active EE | $0 | $1,603-100.0% | $3,585-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $4,255-100.0% | $92-100.0% |