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 | $137,417 | $41,647+230.0% | $96,139+42.9% | $86,799+58.3% |
| Participation rate | 99.1% | 50.2%+48.9pp | 68.4%+30.7pp | 72.3%+26.8pp |
| Annual return | -2.05% | 27.24%-29.3pp | 191.94%-194.0pp | 97.91%-100.0pp |
| Employer contribution / active EE | $8,117 | $1,318+516.1% | $2,797+190.2% | $2,405+237.5% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-99.9% | $5,537-100.0% | $170-99.9% |