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 | $117,718 | $109,359+7.6% | $162,163-27.4% | $72,985+61.3% |
| Participation rate | 86.5% | 84.3%+2.2pp | 87.6%-1.1pp | 69.5%+17.0pp |
| Annual return | 22.04% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,589 | $3,907-59.3% | $5,614-71.7% | $2,440-34.9% |
| Participant deferral / active EE | $5,793 | $5,481+5.7% | $7,298-20.6% | $3,607+60.6% |
| Admin fee / account holder | $2 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |