Filed August 8, 2005 (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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,898 | $100,923-47.6% | $150,045-64.7% | $74,304-28.8% |
| Participation rate | 99.1% | 70.1%+29.1pp | 82.3%+16.8pp | 60.3%+38.8pp |
| Annual return | 1.98% | 51.77%-49.8pp | 62.55%-60.6pp | 29.43%-27.5pp |
| Employer contribution / active EE | $4,310 | $3,463+24.5% | $4,693-8.2% | $2,241+92.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $19 | $2,767-99.3% | $13,435-99.9% | $2,969-99.4% |