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 | $140,769+108.1% | $145,661+101.1% | $140,769+108.1% |
| Participation rate | 98.6% | 74.2%+24.5pp | 77.2%+21.4pp | 74.2%+24.5pp |
| Annual return | 16.59% | 16.82%-0.2pp | 101.46%-84.9pp | 16.82%-0.2pp |
| Employer contribution / active EE | $7,748 | $3,906+98.4% | $4,238+82.8% | $3,906+98.4% |
| Participant deferral / active EE | $10,153 | $6,717+51.2% | $7,198+41.0% | $6,717+51.2% |
| Admin fee / account holder | $0 | $229-100.0% | $12,466-100.0% | $229-100.0% |