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 | $108,723 | $96,018+13.2% | $65,493+66.0% | $85,563+27.1% |
| Participation rate | 99.6% | 74.8%+24.8pp | 73.1%+26.5pp | 66.0%+33.6pp |
| Annual return | 13.64% | 14.51%-0.9pp | 982.45%-968.8pp | 31.51%-17.9pp |
| Employer contribution / active EE | $2,045 | $3,235-36.8% | $2,574-20.6% | $2,654-22.9% |
| Participant deferral / active EE | $3,385 | $4,055-16.5% | $3,961-14.5% | $4,375-22.6% |
| Admin fee / account holder | $9 | $271-96.7% | $5,028-99.8% | $834-98.9% |