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 | $41,795 | $82,130-49.1% | $453,369-90.8% | $79,386-47.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | -9.62% | 345.31%-354.9pp | 64.40%-74.0pp | 116.85%-126.5pp |
| Employer contribution / active EE | $3,398 | $2,659+27.8% | $4,070-16.5% | $2,427+40.0% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,209-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $531-99.9% | $11,209-100.0% | $626-99.9% |