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.
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 | $79,270 | $73,404+8.0% | $87,100-9.0% | $67,579+17.3% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.9%+21.1pp | 71.3%+26.7pp |
| Annual return | 13.23% | 48.29%-35.1pp | 28.19%-15.0pp | 378.56%-365.3pp |
| Employer contribution / active EE | $4,864 | $2,014+141.5% | $2,521+92.9% | $2,148+126.5% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-99.9% | $7,497-100.0% | $142-99.9% |