Filed July 15, 2005
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 10-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 | $88,631 | $83,884+5.7% | $64,056+38.4% | $74,419+19.1% |
| Participation rate | 90.0% | 76.6%+13.4pp | 72.3%+17.7pp | 70.7%+19.3pp |
| Annual return | 11.71% | 16.57%-4.9pp | 33.69%-22.0pp | 34.38%-22.7pp |
| Employer contribution / active EE | $4,989 | $3,084+61.8% | $2,747+81.6% | $2,637+89.2% |
| Participant deferral / active EE | $6,105 | $3,692+65.4% | $3,880+57.3% | $4,528+34.8% |
| Admin fee / account holder | $9 | $196-95.4% | $3,068-99.7% | $348-97.4% |