Filed November 9, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,139 | $48,795+160.6% | $65,493+94.1% | $84,808+49.9% |
| Participation rate | 94.1% | 67.0%+27.1pp | 73.1%+21.0pp | 68.3%+25.8pp |
| Annual return | 15.43% | 20.20%-4.8pp | 982.45%-967.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,465 | $2,928+223.2% | $3,961+139.0% | $4,212+124.7% |
| Admin fee / account holder | $246 | $3,877-93.7% | $5,028-95.1% | $7,344-96.6% |