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 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.
Participant contribution per participant 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 | $19,654 | $305,925-93.6% | $178,490-89.0% | - |
| Participation rate | 84.7% | 64.3%+20.4pp | 81.9%+2.8pp | - |
| Annual return | 26.35% | 10.58%+15.8pp | 151.07%-124.7pp | - |
| Employer contribution / active EE | $4,361 | $2,545+71.3% | $5,011-13.0% | - |
| Participant deferral / active EE | $0 | $2,511-100.0% | $5,202-100.0% | - |
| Admin fee / account holder | $0 | $21,071-100.0% | $13,984-100.0% | - |