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 | $160,179 | $46,100+247.5% | $86,590+85.0% | $69,631+130.0% |
| Participation rate | 99.6% | 67.2%+32.4pp | 73.5%+26.1pp | 70.7%+28.9pp |
| Annual return | 14.60% | 21.02%-6.4pp | 964.84%-950.2pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $7,733 | $1,850+318.1% | $2,839+172.4% | $2,032+280.6% |
| Participant deferral / active EE | $3,202 | $2,432+31.7% | $3,609-11.3% | $3,224-0.7% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |