Filed March 10, 2005 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,894 | $142,480+105.6% | $142,942+104.9% | $142,480+105.6% |
| Participation rate | 98.6% | 76.2%+22.4pp | 76.8%+21.8pp | 76.2%+22.4pp |
| Annual return | 16.59% | 16.32%+0.3pp | 113.70%-97.1pp | 16.32%+0.3pp |
| Employer contribution / active EE | $7,748 | $3,867+100.3% | $4,139+87.2% | $3,867+100.3% |
| Participant deferral / active EE | $10,153 | $6,807+49.2% | $7,128+42.4% | $6,807+49.2% |
| Admin fee / account holder | $0 | $307-100.0% | $12,475-100.0% | $307-100.0% |