Filed December 22, 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 | $56,368 | $48,230+16.9% | $67,502-16.5% | $80,856-30.3% |
| Participation rate | 95.7% | 66.4%+29.4pp | 72.9%+22.9pp | 67.6%+28.1pp |
| Annual return | 14.52% | 18.28%-3.8pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $685 | $2,020-66.1% | $2,731-74.9% | $2,755-75.1% |
| Participant deferral / active EE | $3,434 | $2,924+17.5% | $4,000-14.1% | $4,296-20.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |