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 | $206,331 | $130,194+58.5% | $169,993+21.4% | $71,457+188.7% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 13.15% | 20.37%-7.2pp | 53.37%-40.2pp | 28.85%-15.7pp |
| Employer contribution / active EE | $2,489 | $4,381-43.2% | $6,785-63.3% | $2,588-3.8% |
| Participant deferral / active EE | $5,109 | $6,923-26.2% | $10,408-50.9% | $4,289+19.1% |
| Admin fee / account holder | $12 | $966-98.8% | $12,815-99.9% | $1,587-99.3% |