Filed November 9, 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 | $47,604 | $46,516+2.3% | $147,614-67.8% | $69,651-31.7% |
| Participation rate | 96.8% | 65.8%+30.9pp | 84.6%+12.1pp | 66.6%+30.2pp |
| Annual return | -0.40% | 9.48%-9.9pp | 61.98%-62.4pp | 53.77%-54.2pp |
| Employer contribution / active EE | $543 | $1,393-61.1% | $5,564-90.2% | $2,241-75.8% |
| Participant deferral / active EE | $5,182 | $2,719+90.6% | $4,895+5.9% | $3,635+42.6% |
| Admin fee / account holder | $8 | $45-81.2% | $11,611-99.9% | $63-86.7% |