Filed August 8, 2005 (most recent of 2 filings on file)
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 10-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 | $175,633 | $103,282+70.1% | $81,382+115.8% | $99,062+77.3% |
| Participation rate | 91.4% | 73.2%+18.2pp | 69.5%+22.0pp | 71.6%+19.8pp |
| Annual return | 15.79% | 15.11%+0.7pp | 24.73%-8.9pp | 17.66%-1.9pp |
| Employer contribution / active EE | $6,141 | $3,061+100.7% | $2,463+149.4% | $3,262+88.3% |
| Participant deferral / active EE | $8,406 | $4,549+84.8% | $3,883+116.5% | $5,331+57.7% |
| Admin fee / account holder | $0 | $78-100.0% | $5,768-100.0% | $109-100.0% |