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 3-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,154 | $72,254+338.9% | $86,677+265.9% | $64,808+389.4% |
| Participation rate | 99.2% | 80.4%+18.8pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | 4567.44% | 392.42%+4175.0pp | 35.91%+4531.5pp | 32.82%+4534.6pp |
| Employer contribution / active EE | $17,482 | $2,393+630.6% | $2,836+516.3% | $2,506+597.7% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |