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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,713 | $89,569+77.2% | $392,568-59.6% | $89,569+77.2% |
| Participation rate | 98.2% | 69.6%+28.6pp | 78.1%+20.1pp | 69.6%+28.6pp |
| Annual return | 24.70% | 34.56%-9.9pp | 24.42%+0.3pp | 34.56%-9.9pp |
| Employer contribution / active EE | $6,275 | $2,584+142.8% | $3,783+65.9% | $2,584+142.8% |
| Participant deferral / active EE | $7,408 | $4,220+75.6% | $5,985+23.8% | $4,220+75.6% |
| Admin fee / account holder | $0 | $72-100.0% | $6,260-100.0% | $72-100.0% |