Filed February 4, 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 | $205,761 | $66,310+210.3% | $93,606+119.8% | $65,185+215.7% |
| Participation rate | 88.7% | 74.0%+14.7pp | 75.8%+12.9pp | 70.2%+18.5pp |
| Annual return | 13.03% | 42.58%-29.5pp | 32.76%-19.7pp | 29.38%-16.3pp |
| Employer contribution / active EE | $13,652 | $2,012+578.5% | $2,718+402.3% | $2,177+527.2% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |