Filed September 13, 2005
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,363 | $64,705+24.2% | $62,929+27.7% | $67,986+18.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 9.93% | 20.31%-10.4pp | 1063.93%-1054.0pp | 31.67%-21.7pp |
| Employer contribution / active EE | $3,949 | $2,376+66.2% | $2,505+57.7% | $2,019+95.6% |
| Participant deferral / active EE | $4,250 | $3,198+32.9% | $3,888+9.3% | $3,358+26.6% |
| Admin fee / account holder | $23 | $1,428-98.4% | $5,065-99.6% | $3,203-99.3% |