Filed November 16, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,659 | $58,208+24.8% | $81,812-11.2% | $80,856-10.1% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 13.30% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,062 | $2,340+201.8% | $2,912+142.5% | $2,755+156.3% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |