Filed April 11, 2006 (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 | $96,483 | $94,529+2.1% | $140,016-31.1% | $64,186+50.3% |
| Participation rate | 88.2% | 84.1%+4.1pp | 87.5%+0.7pp | 69.6%+18.6pp |
| Annual return | -3.79% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,645 | $3,812-56.9% | $5,606-70.7% | $2,381-30.9% |
| Participant deferral / active EE | $5,825 | $5,250+10.9% | $6,927-15.9% | $3,470+67.9% |
| Admin fee / account holder | $1 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |