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 | $158,877 | $77,559+104.8% | $68,793+130.9% | $75,289+111.0% |
| Participation rate | 90.2% | 78.3%+11.9pp | 72.2%+17.9pp | 72.4%+17.7pp |
| Annual return | -4.01% | -1.01%-3.0pp | -4.63%+0.6pp | -0.04%-4.0pp |
| Employer contribution / active EE | $3,479 | $1,993+74.5% | $2,625+32.5% | $2,405+44.6% |
| Participant deferral / active EE | $8,831 | $3,128+182.3% | $3,311+166.7% | $3,739+136.2% |
| Admin fee / account holder | $0 | $90-100.0% | $5,131-100.0% | $102-100.0% |