Filed November 9, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,500 | $260,849-92.5% | $105,738-81.6% | $75,289-74.1% |
| Participation rate | 100.0% | 51.6%+48.4pp | 76.3%+23.7pp | 72.4%+27.6pp |
| Annual return | 0.65% | 10.99%-10.3pp | 6.27%-5.6pp | -0.04%+0.7pp |
| Employer contribution / active EE | $1,289 | $848+52.0% | $3,268-60.6% | $2,405-46.4% |
| Participant deferral / active EE | $1,904 | $1,553+22.6% | $4,080-53.3% | $3,739-49.1% |
| Admin fee / account holder | $85 | $484-82.4% | $6,913-98.8% | $102-16.8% |