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.
Annual investment return 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 | $87,015 | $41,078+111.8% | $80,569+8.0% | $71,457+21.8% |
| Participation rate | 95.8% | 50.2%+45.6pp | 67.0%+28.8pp | 67.9%+27.9pp |
| Annual return | 1.66% | 38.45%-36.8pp | 935.43%-933.8pp | 28.85%-27.2pp |
| Employer contribution / active EE | $6,771 | $1,506+349.7% | $2,723+148.6% | $2,588+161.7% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |