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 | $142,837 | $39,859+258.4% | $78,689+81.5% | $57,658+147.7% |
| Participation rate | 98.1% | 66.1%+32.0pp | 73.6%+24.5pp | 70.2%+27.9pp |
| Annual return | 6.25% | 18.96%-12.7pp | 62.18%-55.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $7,458 | $1,786+317.7% | $2,851+161.6% | $1,974+277.9% |
| Participant deferral / active EE | $3,070 | $2,248+36.6% | $3,517-12.7% | $3,061+0.3% |
| Admin fee / account holder | $1 | $76-98.6% | $4,510-100.0% | $95-98.9% |