Filed May 4, 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 | $71,103 | $54,350+30.8% | $82,719-14.0% | $68,494+3.8% |
| Participation rate | 98.6% | 63.9%+34.6pp | 72.6%+26.0pp | 67.9%+30.7pp |
| Annual return | -13.88% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $10,794 | $2,218+386.6% | $3,009+258.7% | $2,596+315.8% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |