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.
Employer 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 | $56,049 | $46,292+21.1% | $143,757-61.0% | $64,808-13.5% |
| Participation rate | 73.3% | 64.2%+9.0pp | 80.3%-7.0pp | 71.5%+1.8pp |
| Annual return | -15.96% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $4 | $1,910-99.8% | $4,951-99.9% | $2,506-99.8% |
| Participant deferral / active EE | $8,609 | $2,646+225.4% | $5,637+52.7% | $4,310+99.7% |
| Admin fee / account holder | -$39 | $154-125.6% | $14,673-100.3% | $188-120.9% |