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 | $194,949 | $98,982+97.0% | $162,163+20.2% | $65,185+199.1% |
| Participation rate | 79.2% | 85.8%-6.6pp | 87.6%-8.4pp | 70.2%+9.0pp |
| Annual return | 19.60% | 24.84%-5.2pp | 115.59%-96.0pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,819 | $3,467-47.5% | $5,614-67.6% | $2,177-16.4% |
| Participant deferral / active EE | $3,512 | $5,384-34.8% | $7,298-51.9% | $3,514-0.1% |
| Admin fee / account holder | $15 | $596-97.5% | $10,843-99.9% | $847-98.2% |