Filed January 5, 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 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 | $76,940 | $64,909+18.5% | $82,313-6.5% | $62,292+23.5% |
| Participation rate | 99.6% | 74.9%+24.7pp | 76.9%+22.7pp | 69.5%+30.1pp |
| Annual return | 45.09% | 21.18%+23.9pp | 25.88%+19.2pp | 28.90%+16.2pp |
| Employer contribution / active EE | $3,473 | $1,676+107.2% | $2,428+43.0% | $2,042+70.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |