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 | $19,119 | $61,156-68.7% | $185,823-89.7% | $79,386-75.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 11.97% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $6 | $2,321-99.7% | $5,167-99.9% | $2,427-99.8% |
| Participant deferral / active EE | $1,099 | $2,789-60.6% | $5,568-80.3% | $4,046-72.8% |
| Admin fee / account holder | $16 | $710-97.7% | $16,237-99.9% | $626-97.4% |