Filed June 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.
Participant 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 | $0 | $86,791-100.0% | $115,037-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 81.4%-81.4pp | 69.4%-69.4pp |
| Annual return | 0.52% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-5.0pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $67 | $5,298-98.7% | $6,026-98.9% | $3,265-98.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |