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 | $308,605 | $72,607+325.0% | $90,749+240.1% | $66,914+361.2% |
| Participation rate | 83.8% | 73.7%+10.1pp | 75.7%+8.1pp | 69.8%+14.0pp |
| Annual return | 25.78% | -12.28%+38.1pp | -12.16%+37.9pp | 1.58%+24.2pp |
| Employer contribution / active EE | $14,137 | $2,369+496.8% | $2,921+384.0% | $2,544+455.7% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |