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 | $14,193 | $53,531-73.5% | $86,188-83.5% | $96,393-85.3% |
| Participation rate | 75.7% | 53.4%+22.3pp | 69.0%+6.7pp | 71.3%+4.4pp |
| Annual return | 18.15% | 20.51%-2.4pp | 1168.45%-1150.3pp | 22.88%-4.7pp |
| Employer contribution / active EE | $1,205 | $1,158+4.1% | $2,380-49.4% | $3,238-62.8% |
| Participant deferral / active EE | $0 | $1,965-100.0% | $3,985-100.0% | $5,455-100.0% |
| Admin fee / account holder | $0 | $55-100.0% | $6,852-100.0% | $74-100.0% |