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 | $169,916 | $123,286+37.8% | $75,670+124.5% | $77,958+118.0% |
| Participation rate | 89.3% | 78.8%+10.6pp | 72.3%+17.0pp | 71.6%+17.7pp |
| Annual return | 6.74% | 20.45%-13.7pp | 27.34%-20.6pp | 20.87%-14.1pp |
| Employer contribution / active EE | $3,071 | $2,035+51.0% | $2,352+30.6% | $2,310+32.9% |
| Participant deferral / active EE | $7,724 | $3,095+149.5% | $3,142+145.8% | $3,537+118.4% |
| Admin fee / account holder | $0 | $144-100.0% | $5,800-100.0% | $97-100.0% |