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 8-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 | $172,517 | $61,756+179.4% | $70,092+146.1% | $77,904+121.4% |
| Participation rate | 80.8% | 79.9%+0.9pp | 70.5%+10.3pp | 73.7%+7.1pp |
| Annual return | -12.61% | -11.86%-0.7pp | 190.73%-203.3pp | 12.21%-24.8pp |
| Employer contribution / active EE | $3,350 | $2,706+23.8% | $2,559+30.9% | $2,848+17.6% |
| Participant deferral / active EE | $9,194 | $3,977+131.2% | $3,849+138.9% | $4,806+91.3% |
| Admin fee / account holder | $0 | $101-100.0% | $6,267-100.0% | $133-100.0% |