Filed December 10, 2005 (most recent of 2 filings on file)
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 | $192,398 | $122,854+56.6% | $184,200+4.5% | $199,768-3.7% |
| Participation rate | 100.0% | 87.0%+13.0pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 12.46% | 143.99%-131.5pp | 28.80%-16.3pp | 34.26%-21.8pp |
| Employer contribution / active EE | $5,044 | $4,588+10.0% | $6,424-21.5% | $3,037+66.1% |
| Participant deferral / active EE | $8,131 | $7,995+1.7% | $9,132-11.0% | $5,090+59.8% |
| Admin fee / account holder | $135 | $120+12.1% | $13,907-99.0% | $269-49.9% |