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 | $71,380 | $47,126+51.5% | $149,673-52.3% | $74,419-4.1% |
| Participation rate | 81.3% | 63.4%+17.9pp | 78.8%+2.5pp | 70.7%+10.5pp |
| Annual return | 22.85% | 22.75%+0.1pp | 134.42%-111.6pp | 34.38%-11.5pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,154 | $2,728+272.2% | $5,680+78.8% | $4,528+124.2% |
| Admin fee / account holder | $2 | $343-99.5% | $13,210-100.0% | $348-99.5% |