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.
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 | $314,349 | $78,485+300.5% | $106,213+196.0% | $74,495+322.0% |
| Participation rate | 99.3% | 72.8%+26.4pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 7.61% | 15.95%-8.3pp | 116.14%-108.5pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $24,468 | $2,523+869.9% | $3,171+671.5% | $2,623+832.8% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |