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 | $180,589 | $65,708+174.8% | $76,817+135.1% | $77,787+132.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 72.1%+17.4pp | 73.2%+16.3pp |
| Annual return | 16.36% | 49.86%-33.5pp | 1166.11%-1149.7pp | 32.57%-16.2pp |
| Employer contribution / active EE | $3,409 | $2,167+57.3% | $2,302+48.1% | $2,504+36.1% |
| Participant deferral / active EE | $8,856 | $3,254+172.2% | $3,336+165.5% | $3,967+123.2% |
| Admin fee / account holder | $0 | $91-100.0% | $6,420-100.0% | $100-100.0% |