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.
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 | $361,824 | $56,443+541.0% | $83,848+331.5% | $55,725+549.3% |
| Participation rate | 98.7% | 72.0%+26.7pp | 76.1%+22.6pp | 70.9%+27.9pp |
| Annual return | 31.65% | 393.67%-362.0pp | 850.88%-819.2pp | 244.93%-213.3pp |
| Employer contribution / active EE | $3,772 | $2,682+40.7% | $3,631+3.9% | $2,078+81.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |