Filed May 18, 2005
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 | $77,535 | $72,770+6.5% | $67,652+14.6% | $55,191+40.5% |
| Participation rate | 99.2% | 78.8%+20.4pp | 75.7%+23.5pp | 69.2%+30.0pp |
| Annual return | 4.24% | -3.26%+7.5pp | 6625.04%-6620.8pp | 10.78%-6.5pp |
| Employer contribution / active EE | $3,043 | $1,769+72.0% | $2,266+34.3% | $1,899+60.2% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-99.7% | $4,821-100.0% | $91-99.8% |