Filed July 27, 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 9-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 | $105,395 | $80,211+31.4% | $74,183+42.1% | $63,975+64.7% |
| Participation rate | 95.0% | 84.2%+10.8pp | 76.6%+18.4pp | 71.1%+23.9pp |
| Annual return | -33.10% | 14.13%-47.2pp | 17.74%-50.8pp | 48.65%-81.8pp |
| Employer contribution / active EE | $3,285 | $2,553+28.7% | $2,370+38.6% | $2,182+50.6% |
| Participant deferral / active EE | $7,920 | $4,370+81.2% | $3,550+123.1% | $3,356+136.0% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |