Filed January 22, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,977 | $58,879-72.9% | $178,490-91.0% | $73,488-78.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.50% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $230 | $2,236-89.7% | $5,011-95.4% | $2,270-89.9% |
| Participant deferral / active EE | $1,180 | $2,567-54.1% | $5,202-77.3% | $3,740-68.5% |
| Admin fee / account holder | $16 | $400-95.9% | $13,984-99.9% | $513-96.8% |