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.
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 | $76,265 | $88,515-13.8% | $162,163-53.0% | $67,579+12.9% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+11.9pp | 71.3%+28.2pp |
| Annual return | 6.97% | 27.04%-20.1pp | 115.59%-108.6pp | 378.56%-371.6pp |
| Employer contribution / active EE | $4,023 | $3,563+12.9% | $5,614-28.3% | $2,148+87.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |