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 | $135,665 | $39,948+239.6% | $89,391+51.8% | $73,409+84.8% |
| Participation rate | 98.2% | 50.4%+47.8pp | 68.0%+30.2pp | 72.2%+26.0pp |
| Annual return | 1.56% | 50.12%-48.6pp | 245.62%-244.1pp | 59.29%-57.7pp |
| Employer contribution / active EE | $6,258 | $1,200+421.6% | $2,586+142.0% | $2,234+180.2% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-99.8% | $4,881-100.0% | $158-99.8% |