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 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 | $91,954 | $69,231+32.8% | $91,9890% | $67,579+36.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 78.6%+21.4pp | 71.3%+28.7pp |
| Annual return | 19.84% | 32.03%-12.2pp | 69.02%-49.2pp | 378.56%-358.7pp |
| Employer contribution / active EE | $7,420 | $2,284+224.9% | $3,452+115.0% | $2,148+245.5% |
| Participant deferral / active EE | $0 | $5,854-100.0% | $5,923-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $107-99.2% | $7,743-100.0% | $142-99.4% |