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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,644 | $74,024+71.1% | $77,999+62.4% | $57,658+119.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 11.85% | 12.14%-0.3pp | 425.96%-414.1pp | 5.13%+6.7pp |
| Employer contribution / active EE | $1,665 | $2,365-29.6% | $2,470-32.6% | $1,974-15.7% |
| Participant deferral / active EE | $1,961 | $3,533-44.5% | $3,497-43.9% | $3,061-35.9% |
| Admin fee / account holder | $15 | $93-84.4% | $5,480-99.7% | $95-84.6% |