Filed July 19, 2004 (most recent of 2 filings on file)
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 | $87,054 | $39,973+117.8% | $79,550+9.4% | $77,904+11.7% |
| Participation rate | 95.6% | 64.6%+31.0pp | 69.5%+26.1pp | 73.7%+21.9pp |
| Annual return | 31.05% | 3.42%+27.6pp | 0.16%+30.9pp | 12.21%+18.8pp |
| Employer contribution / active EE | $3,350 | $1,088+208.0% | $2,413+38.8% | $2,848+17.6% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,832-100.0% | $133-100.0% |