Filed April 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,675 | $70,908-61.0% | $98,907-72.0% | $73,488-62.3% |
| Participation rate | 90.6% | 73.8%+16.8pp | 76.0%+14.5pp | 70.7%+19.9pp |
| Annual return | 21.45% | 34.17%-12.7pp | 196.43%-175.0pp | 28.51%-7.1pp |
| Employer contribution / active EE | $656 | $2,036-67.8% | $2,689-75.6% | $2,270-71.1% |
| Participant deferral / active EE | $1,173 | $3,500-66.5% | $4,244-72.4% | $3,740-68.6% |
| Admin fee / account holder | $43 | $535-92.0% | $6,642-99.4% | $513-91.6% |