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 | $214,914 | $106,520+101.8% | $453,369-52.6% | $106,520+101.8% |
| Participation rate | 98.2% | 71.3%+26.9pp | 78.0%+20.2pp | 71.3%+26.9pp |
| Annual return | 18.90% | 19.28%-0.4pp | 64.40%-45.5pp | 19.28%-0.4pp |
| Employer contribution / active EE | $7,126 | $2,840+150.9% | $4,070+75.1% | $2,840+150.9% |
| Participant deferral / active EE | $8,725 | $4,948+76.4% | $6,209+40.5% | $4,948+76.4% |
| Admin fee / account holder | $0 | $75-100.0% | $11,209-100.0% | $75-100.0% |