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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,725 | $33,232+58.7% | $71,796-26.6% | $63,975-17.6% |
| Participation rate | 86.9% | 60.1%+26.8pp | 69.1%+17.8pp | 71.1%+15.8pp |
| Annual return | 8.52% | 11.99%-3.5pp | 78.04%-69.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,308 | $723+80.9% | $1,924-32.0% | $2,182-40.1% |
| Participant deferral / active EE | $4,010 | $1,604+150.0% | $2,794+43.5% | $3,356+19.5% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |