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 | $66,188 | $111,491-40.6% | $189,513-65.1% | $86,799-23.7% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.8%+10.8pp | 72.3%+26.3pp |
| Annual return | 9.02% | 83.50%-74.5pp | 555.15%-546.1pp | 97.91%-88.9pp |
| Employer contribution / active EE | $4,391 | $3,951+11.1% | $6,162-28.7% | $2,405+82.5% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |