Filed December 6, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,911 | $31,810+53.8% | $64,105-23.7% | $59,188-17.4% |
| Participation rate | 87.5% | 57.7%+29.8pp | 68.2%+19.3pp | 69.4%+18.1pp |
| Annual return | -0.88% | 9.41%-10.3pp | 791.24%-792.1pp | 5.51%-6.4pp |
| Employer contribution / active EE | $1,224 | $659+85.6% | $1,820-32.8% | $2,098-41.7% |
| Participant deferral / active EE | $3,772 | $1,582+138.4% | $2,822+33.7% | $3,265+15.5% |
| Admin fee / account holder | $0 | $57-100.0% | $4,499-100.0% | $92-100.0% |