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.
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 | $205,642 | $136,307+50.9% | $177,821+15.6% | $73,488+179.8% |
| Participation rate | 77.8% | 86.1%-8.3pp | 87.7%-9.9pp | 70.7%+7.1pp |
| Annual return | 11.85% | 18.68%-6.8pp | 48.32%-36.5pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,897 | $3,712-48.9% | $5,918-67.9% | $2,270-16.4% |
| Participant deferral / active EE | $3,727 | $5,829-36.1% | $7,714-51.7% | $3,740-0.3% |
| Admin fee / account holder | $11 | $596-98.1% | $12,427-99.9% | $513-97.8% |