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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,335 | $79,428+218.9% | $106,548+137.8% | $79,386+219.1% |
| Participation rate | 99.1% | 74.1%+25.0pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | 25.52% | 18.27%+7.2pp | 26.80%-1.3pp | 116.85%-91.3pp |
| Employer contribution / active EE | $14,010 | $2,234+527.1% | $2,819+397.0% | $2,427+477.1% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |