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.
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 | $170,226 | $58,758+189.7% | $70,014+143.1% | $63,975+166.1% |
| Participation rate | 87.7% | 77.5%+10.2pp | 71.8%+15.9pp | 71.1%+16.6pp |
| Annual return | 4.76% | 18.05%-13.3pp | 12.99%-8.2pp | 48.65%-43.9pp |
| Employer contribution / active EE | $2,997 | $1,973+52.0% | $2,338+28.2% | $2,182+37.4% |
| Participant deferral / active EE | $7,677 | $2,912+163.7% | $2,931+162.0% | $3,356+128.7% |
| Admin fee / account holder | $0 | $71-100.0% | $4,380-100.0% | $70-100.0% |