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 | $156,182 | $99,078+57.6% | $96,544+61.8% | $74,419+109.9% |
| Participation rate | 97.7% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.0pp |
| Annual return | 32.28% | 22.48%+9.8pp | 25.84%+6.4pp | 34.38%-2.1pp |
| Employer contribution / active EE | $12,864 | $2,570+400.5% | $2,965+333.9% | $2,637+387.7% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |