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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,544 | $37,393+128.8% | $77,024+11.1% | $66,914+27.8% |
| Participation rate | 98.1% | 52.9%+45.2pp | 67.9%+30.2pp | 69.8%+28.3pp |
| Annual return | 1.15% | -3.29%+4.4pp | 42.32%-41.2pp | 1.58%-0.4pp |
| Employer contribution / active EE | $5,583 | $1,531+264.6% | $2,812+98.5% | $2,544+119.4% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |