Filed November 29, 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.
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 | $84,071 | $79,124+6.3% | $60,874+38.1% | $64,808+29.7% |
| Participation rate | 99.2% | 77.7%+21.5pp | 73.1%+26.1pp | 71.5%+27.7pp |
| Annual return | -11.37% | -7.13%-4.2pp | 16.90%-28.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $1,917 | $3,050-37.2% | $2,701-29.0% | $2,506-23.5% |
| Participant deferral / active EE | $3,387 | $3,725-9.1% | $3,817-11.3% | $4,310-21.4% |
| Admin fee / account holder | $17 | $106-83.8% | $3,224-99.5% | $188-90.9% |