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 | $56,059 | $43,717+28.2% | $81,478-31.2% | $77,958-28.1% |
| Participation rate | 99.7% | 42.5%+57.2pp | 68.0%+31.8pp | 71.6%+28.1pp |
| Annual return | 15.27% | 23.83%-8.6pp | 38.78%-23.5pp | 20.87%-5.6pp |
| Employer contribution / active EE | $865 | $919-5.8% | $2,568-66.3% | $2,310-62.6% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $4,561-100.0% | $97-100.0% |