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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,434 | $38,925+237.7% | $73,843+78.0% | $55,191+138.1% |
| Participation rate | 98.9% | 66.0%+32.8pp | 73.4%+25.4pp | 69.2%+29.7pp |
| Annual return | 1.63% | 6.31%-4.7pp | 2267.84%-2266.2pp | 10.78%-9.1pp |
| Employer contribution / active EE | $6,952 | $1,695+310.2% | $2,787+149.4% | $1,899+266.1% |
| Participant deferral / active EE | $3,020 | $2,351+28.5% | $3,583-15.7% | $3,046-0.9% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |