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.
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 | $179,036 | $106,222+68.5% | $379,746-52.9% | $106,222+68.5% |
| Participation rate | 98.5% | 70.8%+27.7pp | 78.4%+20.1pp | 70.8%+27.7pp |
| Annual return | 11.70% | 21.69%-10.0pp | 34.90%-23.2pp | 21.69%-10.0pp |
| Employer contribution / active EE | $6,631 | $2,723+143.5% | $3,540+87.3% | $2,723+143.5% |
| Participant deferral / active EE | $7,945 | $4,600+72.7% | $6,024+31.9% | $4,600+72.7% |
| Admin fee / account holder | $0 | $78-100.0% | $7,927-100.0% | $78-100.0% |