Filed April 18, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,230 | $73,360-34.3% | $177,989-72.9% | $74,495-35.3% |
| Participation rate | 77.4% | 66.6%+10.8pp | 77.1%+0.3pp | 67.2%+10.2pp |
| Annual return | 14.09% | 17.49%-3.4pp | 294.48%-280.4pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,031 | $2,216+36.7% | $3,949-23.2% | $2,623+15.5% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $257 | $1,808-85.8% | $10,363-97.5% | $1,942-86.8% |