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 | $49,446 | $31,370+57.6% | $74,583-33.7% | $63,975-22.7% |
| Participation rate | 99.5% | 42.6%+56.9pp | 68.1%+31.4pp | 71.1%+28.4pp |
| Annual return | 11.03% | -105.16%+116.2pp | 20.47%-9.4pp | 48.65%-37.6pp |
| Employer contribution / active EE | $663 | $822-19.4% | $2,525-73.7% | $2,182-69.6% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $4,138-100.0% | $70-100.0% |