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 | $98,197 | $123,793-20.7% | $177,821-44.8% | $79,858+23.0% |
| Participation rate | 94.6% | 84.7%+9.9pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | 13.52% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,277 | $4,095-44.4% | $5,918-61.5% | $2,471-7.9% |
| Participant deferral / active EE | $6,469 | $5,956+8.6% | $7,714-16.1% | $3,740+73.0% |
| Admin fee / account holder | $2 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |