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 | $50,314 | $64,919-22.5% | $392,568-87.2% | $65,185-22.8% |
| Participation rate | 90.8% | 72.0%+18.8pp | 78.1%+12.8pp | 70.2%+20.6pp |
| Annual return | -3.24% | 26.09%-29.3pp | 24.42%-27.7pp | 29.38%-32.6pp |
| Employer contribution / active EE | $3,317 | $2,374+39.7% | $3,783-12.3% | $2,177+52.4% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | $6,260-100.0% | $847-100.0% |