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.
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 | $101,818 | $91,762+11.0% | $67,502+50.8% | $77,643+31.1% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 11.15% | 14.87%-3.7pp | 3512.12%-3501.0pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,977 | $3,181-37.9% | $2,731-27.6% | $2,726-27.5% |
| Participant deferral / active EE | $3,284 | $3,903-15.9% | $4,000-17.9% | $4,647-29.3% |
| Admin fee / account holder | $7 | $176-96.2% | $3,998-99.8% | $430-98.4% |