Filed April 21, 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 | $137,925 | $122,239+12.8% | $184,200-25.1% | $74,546+85.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.28% | 19.95%-3.7pp | 28.80%-12.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $6,603 | $4,537+45.5% | $6,424+2.8% | $2,624+151.6% |
| Participant deferral / active EE | $9,929 | $7,139+39.1% | $9,132+8.7% | $4,347+128.4% |
| Admin fee / account holder | $32 | $1,260-97.5% | $13,907-99.8% | $1,944-98.4% |