Filed May 23, 2005 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,488 | $87,841-25.4% | $133,980-51.1% | $62,891+4.1% |
| Participation rate | 84.7% | 83.4%+1.3pp | 87.1%-2.3pp | 69.3%+15.4pp |
| Annual return | 9.11% | 12.05%-2.9pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,624 | $3,483-53.4% | $5,211-68.8% | $2,281-28.8% |
| Participant deferral / active EE | $4,418 | $4,812-8.2% | $6,282-29.7% | $3,203+37.9% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |