Filed February 3, 2005 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,717 | $80,005-2.9% | $140,016-44.5% | $55,725+39.5% |
| Participation rate | 99.5% | 87.0%+12.5pp | 87.5%+12.0pp | 70.9%+28.6pp |
| Annual return | 17.94% | 0.46%+17.5pp | 651.12%-633.2pp | 244.93%-227.0pp |
| Employer contribution / active EE | $3,527 | $3,403+3.7% | $5,606-37.1% | $2,078+69.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |