Filed August 30, 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,320 | $46,722+67.6% | $130,648-40.1% | $65,185+20.2% |
| Participation rate | 98.2% | 60.9%+37.3pp | 71.7%+26.5pp | 70.2%+28.0pp |
| Annual return | 7.32% | 24.17%-16.8pp | 1708.96%-1701.6pp | 29.38%-22.1pp |
| Employer contribution / active EE | $4,082 | $1,488+174.4% | $4,092-0.2% | $2,177+87.5% |
| Participant deferral / active EE | $5,926 | $2,545+132.8% | $3,603+64.5% | $3,514+68.6% |
| Admin fee / account holder | $4 | $453-99.2% | $5,464-99.9% | $847-99.6% |