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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,062 | $34,677+278.0% | $77,024+70.2% | $64,808+102.2% |
| Participation rate | 99.9% | 49.8%+50.0pp | 67.9%+32.0pp | 71.5%+28.4pp |
| Annual return | -4.03% | -5.33%+1.3pp | 42.32%-46.3pp | 32.82%-36.8pp |
| Employer contribution / active EE | $9,149 | $1,370+567.8% | $2,812+225.3% | $2,506+265.1% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $179-99.8% | $5,425-100.0% | $188-99.8% |