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 | $181,309 | $89,394+102.8% | $115,756+56.6% | $89,394+102.8% |
| Participation rate | 97.8% | 71.3%+26.5pp | 77.1%+20.7pp | 71.3%+26.5pp |
| Annual return | -18.05% | -11.89%-6.2pp | 143.14%-161.2pp | -11.89%-6.2pp |
| Employer contribution / active EE | $6,920 | $3,022+129.0% | $3,793+82.4% | $3,022+129.0% |
| Participant deferral / active EE | $8,830 | $5,123+72.4% | $6,254+41.2% | $5,123+72.4% |
| Admin fee / account holder | $0 | $79-100.0% | $8,124-100.0% | $79-100.0% |