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 5-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 | $37,859 | $87,013-56.5% | $106,213-64.4% | $80,856-53.2% |
| Participation rate | 91.6% | 70.4%+21.1pp | 75.3%+16.3pp | 67.6%+23.9pp |
| Annual return | 9.56% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $873 | $2,395-63.6% | $3,171-72.5% | $2,755-68.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13 | $8,431-99.8% | $11,033-99.9% | $6,918-99.8% |