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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,385 | $46,219-25.6% | $89,391-61.5% | $90,288-61.9% |
| Participation rate | 99.6% | 44.9%+54.7pp | 68.0%+31.6pp | 73.4%+26.3pp |
| Annual return | 73.97% | 25.71%+48.3pp | 245.62%-171.6pp | 53.97%+20.0pp |
| Employer contribution / active EE | $1,438 | $953+50.9% | $2,586-44.4% | $2,524-43.0% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $4,881-100.0% | $114-100.0% |