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 | $38,201 | $80,138-52.3% | $130,231-70.7% | $71,457-46.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | -5.29% | 16.81%-22.1pp | 38.77%-44.1pp | 28.85%-34.1pp |
| Employer contribution / active EE | $3,583 | $2,834+26.4% | $4,126-13.2% | $2,588+38.5% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,035-100.0% | $6,020-100.0% | $1,587-100.0% |