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 5-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.
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 | $30,782 | $75,284-59.1% | $91,001-66.2% | $69,631-55.8% |
| Participation rate | 98.3% | 80.4%+17.9pp | 75.6%+22.7pp | 70.7%+27.6pp |
| Annual return | 13.88% | 48.40%-34.5pp | 4.60%+9.3pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $2,001 | $2,473-19.1% | $2,456-18.5% | $2,032-1.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |