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 | $29,152 | $47,126-38.1% | $149,673-80.5% | $74,419-60.8% |
| Participation rate | 87.4% | 63.4%+24.0pp | 78.8%+8.6pp | 70.7%+16.7pp |
| Annual return | 22.98% | 22.75%+0.2pp | 134.42%-111.4pp | 34.38%-11.4pp |
| Employer contribution / active EE | $5,174 | $1,905+171.6% | $4,818+7.4% | $2,637+96.2% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $14 | $343-95.8% | $13,210-99.9% | $348-95.9% |