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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,917 | $56,171-41.4% | $108,745-69.7% | $55,167-40.3% |
| Participation rate | 82.5% | 70.7%+11.8pp | 77.7%+4.8pp | 69.0%+13.5pp |
| Annual return | -6.32% | 214.86%-221.2pp | 46.22%-52.5pp | 169.23%-175.5pp |
| Employer contribution / active EE | $2,794 | $2,153+29.8% | $3,323-15.9% | $1,963+42.4% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |