Filed April 1, 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.
Employer contribution per participant 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 | $94,477 | $92,090+2.6% | $106,201-11.0% | $77,671+21.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 12.99% | 17.89%-4.9pp | 116.26%-103.3pp | 31.21%-18.2pp |
| Employer contribution / active EE | $795 | $3,368-76.4% | $3,170-74.9% | $2,726-70.8% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,012-100.0% | $4,648-100.0% |
| Admin fee / account holder | $12 | $219-94.7% | $11,039-99.9% | $430-97.3% |