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.
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 | $31,804 | $62,561-49.2% | $105,218-69.8% | $52,331-39.2% |
| Participation rate | 98.6% | 70.4%+28.2pp | 77.2%+21.4pp | 68.1%+30.5pp |
| Annual return | -16.33% | 8.71%-25.0pp | 5.33%-21.7pp | 4.54%-20.9pp |
| Employer contribution / active EE | $2,964 | $2,137+38.7% | $3,255-8.9% | $1,882+57.5% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,992-100.0% | $592-100.0% |