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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,779 | $61,156-59.5% | $185,823-86.7% | $79,386-68.8% |
| Participation rate | 92.6% | 66.6%+26.0pp | 81.7%+10.9pp | 70.7%+21.9pp |
| Annual return | 19.82% | 19.45%+0.4pp | 122.05%-102.2pp | 116.85%-97.0pp |
| Employer contribution / active EE | $5,175 | $2,321+123.0% | $5,167+0.2% | $2,427+113.2% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |