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 | $128,762 | $45,031+185.9% | $84,966+51.5% | $77,643+65.8% |
| Participation rate | 99.3% | 48.7%+50.6pp | 67.5%+31.8pp | 70.6%+28.7pp |
| Annual return | 2.53% | 79.22%-76.7pp | 66.38%-63.9pp | 31.24%-28.7pp |
| Employer contribution / active EE | $8,231 | $1,609+411.5% | $2,727+201.8% | $2,726+202.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-99.9% |