Filed December 8, 2004 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,279 | $57,150-73.3% | $93,606-83.7% | $106,382-85.6% |
| Participation rate | 77.3% | 49.1%+28.2pp | 68.7%+8.6pp | 69.9%+7.4pp |
| Annual return | 12.72% | 15.81%-3.1pp | 133.20%-120.5pp | 17.37%-4.7pp |
| Employer contribution / active EE | $1,186 | $1,015+16.8% | $2,420-51.0% | $3,364-64.7% |
| Participant deferral / active EE | $0 | $1,853-100.0% | $4,411-100.0% | $5,569-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $8,285-100.0% | $79-100.0% |