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 | $94,096 | $83,884+12.2% | $64,056+46.9% | $74,419+26.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 13.84% | 16.57%-2.7pp | 33.69%-19.8pp | 34.38%-20.5pp |
| Employer contribution / active EE | $1,972 | $3,084-36.0% | $2,747-28.2% | $2,637-25.2% |
| Participant deferral / active EE | $3,406 | $3,692-7.7% | $3,880-12.2% | $4,528-24.8% |
| Admin fee / account holder | $8 | $196-95.9% | $3,068-99.7% | $348-97.7% |