Filed May 5, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,933 | $48,313+73.7% | $73,307+14.5% | $52,331+60.4% |
| Participation rate | 99.5% | 68.6%+31.0pp | 74.9%+24.6pp | 68.1%+31.4pp |
| Annual return | -1.93% | 3.85%-5.8pp | 5.67%-7.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $3,665 | $1,661+120.6% | $3,237+13.2% | $1,882+94.8% |
| Participant deferral / active EE | $5,093 | $4,189+21.6% | $4,991+2.0% | $3,022+68.5% |
| Admin fee / account holder | $284 | $404-29.7% | $5,637-95.0% | $592-52.0% |