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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,203 | $40,522+246.0% | $84,611+65.7% | $67,579+107.5% |
| Participation rate | 98.9% | 51.1%+47.8pp | 68.2%+30.7pp | 71.3%+27.6pp |
| Annual return | 0.22% | 32.72%-32.5pp | 258.74%-258.5pp | 378.56%-378.3pp |
| Employer contribution / active EE | $7,921 | $1,146+591.0% | $2,652+198.7% | $2,148+268.8% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |