Filed May 21, 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 4-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.
Annual investment return 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 | $112,406 | $62,324+80.4% | $68,509+64.1% | $55,191+103.7% |
| Participation rate | 94.0% | 78.9%+15.1pp | 74.7%+19.2pp | 69.2%+24.8pp |
| Annual return | -1.11% | 4.26%-5.4pp | 8.27%-9.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $7,250 | $2,223+226.2% | $2,278+218.3% | $1,899+281.8% |
| Participant deferral / active EE | $5,687 | $3,425+66.0% | $3,382+68.1% | $3,046+86.7% |
| Admin fee / account holder | -$51 | $91-155.5% | $5,275-101.0% | $91-155.9% |