Filed April 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,537 | $89,248-66.9% | $136,007-78.3% | $74,546-60.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -27.53% | 22.76%-50.3pp | 579.32%-606.9pp | 1366.03%-1393.6pp |
| Employer contribution / active EE | $3,955 | $2,838+39.4% | $4,215-6.2% | $2,624+50.7% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,944-100.0% |