Filed February 11, 2005 (most recent of 2 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,454 | $79,523+110.6% | $140,016+19.6% | $56,287+197.5% |
| Participation rate | 87.1% | 85.7%+1.4pp | 87.5%-0.4pp | 69.9%+17.2pp |
| Annual return | 8.02% | 2.39%+5.6pp | 651.12%-643.1pp | -9.96%+18.0pp |
| Employer contribution / active EE | $2,038 | $3,350-39.2% | $5,606-63.6% | $2,111-3.4% |
| Participant deferral / active EE | $3,960 | $5,129-22.8% | $6,927-42.8% | $3,350+18.2% |
| Admin fee / account holder | $12 | $614-98.1% | $10,705-99.9% | $521-97.7% |