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 | $96,935 | $185,342-47.7% | $111,297-12.9% | $86,799+11.7% |
| Participation rate | 98.9% | 81.0%+17.9pp | 77.3%+21.6pp | 72.3%+26.6pp |
| Annual return | 18.78% | 500.80%-482.0pp | 54.65%-35.9pp | 97.91%-79.1pp |
| Employer contribution / active EE | $6,459 | $2,246+187.5% | $2,731+136.5% | $2,405+168.5% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |