Filed July 12, 2006
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 | $110,918 | $88,083+25.9% | $164,813-32.7% | $74,495+48.9% |
| Participation rate | 99.4% | 73.0%+26.4pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 61.03% | 17.26%+43.8pp | 69.93%-8.9pp | 1364.94%-1303.9pp |
| Employer contribution / active EE | $982 | $2,593-62.1% | $4,341-77.4% | $2,623-62.6% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5 | $2,234-99.8% | $12,690-100.0% | $1,942-99.7% |