Filed October 18, 2004 (most recent of 3 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,254 | $65,118-73.5% | $76,768-77.5% | $55,725-69.0% |
| Participation rate | 99.3% | 79.6%+19.7pp | 77.0%+22.3pp | 70.9%+28.5pp |
| Annual return | 17.76% | -1.27%+19.0pp | 2.43%+15.3pp | 244.93%-227.2pp |
| Employer contribution / active EE | $1,386 | $1,941-28.6% | $2,485-44.2% | $2,078-33.3% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |