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.
Annual investment return 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 | $126,396 | $63,299+99.7% | $91,001+38.9% | $62,292+102.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 1.80% | 20.99%-19.2pp | 4.60%-2.8pp | 28.90%-27.1pp |
| Employer contribution / active EE | $886 | $1,807-51.0% | $2,456-63.9% | $2,042-56.6% |
| Participant deferral / active EE | $2,199 | $2,943-25.3% | $3,547-38.0% | $3,169-30.6% |
| Admin fee / account holder | $18 | $468-96.1% | $5,417-99.7% | $479-96.2% |