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 | $134,111 | $40,385+232.1% | $80,569+66.5% | $74,419+80.2% |
| Participation rate | 98.9% | 47.4%+51.5pp | 67.0%+31.9pp | 70.7%+28.2pp |
| Annual return | 7.74% | 164.85%-157.1pp | 935.43%-927.7pp | 34.38%-26.6pp |
| Employer contribution / active EE | $8,028 | $1,496+436.6% | $2,723+194.8% | $2,637+204.4% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |