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.
Participant contribution per participant 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 | $198,013 | $86,897+127.9% | $151,611+30.6% | $64,808+205.5% |
| Participation rate | 72.0% | 87.3%-15.3pp | 87.5%-15.5pp | 71.5%+0.6pp |
| Annual return | 3.74% | -3.57%+7.3pp | 3.33%+0.4pp | 32.82%-29.1pp |
| Employer contribution / active EE | $1,672 | $4,010-58.3% | $6,166-72.9% | $2,506-33.3% |
| Participant deferral / active EE | $3,380 | $6,690-49.5% | $8,363-59.6% | $4,310-21.6% |
| Admin fee / account holder | $12 | $153-92.4% | $11,616-99.9% | $188-93.8% |