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 | $77,463 | $65,435+18.4% | $86,677-10.6% | $66,914+15.8% |
| Participation rate | 98.8% | 75.5%+23.3pp | 76.6%+22.2pp | 69.8%+29.0pp |
| Annual return | 6.39% | -10.89%+17.3pp | 35.91%-29.5pp | 1.58%+4.8pp |
| Employer contribution / active EE | $11,055 | $2,153+413.4% | $2,836+289.7% | $2,544+334.5% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |