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 | $24,853 | $72,254-65.6% | $86,677-71.3% | $64,808-61.7% |
| Participation rate | 99.9% | 80.4%+19.5pp | 76.6%+23.3pp | 71.5%+28.4pp |
| Annual return | 18.20% | 392.42%-374.2pp | 35.91%-17.7pp | 32.82%-14.6pp |
| Employer contribution / active EE | $2,195 | $2,393-8.3% | $2,836-22.6% | $2,506-12.4% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |