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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $699,554 | $95,880+629.6% | $107,525+550.6% | $85,563+717.6% |
| Participation rate | 99.7% | 70.1%+29.6pp | 75.1%+24.6pp | 66.0%+33.7pp |
| Annual return | 24.02% | 68.06%-44.0pp | 181.32%-157.3pp | 31.51%-7.5pp |
| Employer contribution / active EE | $2,704 | $3,812-29.1% | $3,754-28.0% | $2,654+1.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |