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 | $138,060 | $123,793+11.5% | $177,821-22.4% | $79,858+72.9% |
| Participation rate | 80.6% | 84.7%-4.0pp | 87.7%-7.1pp | 69.6%+11.0pp |
| Annual return | 14.84% | 22.82%-8.0pp | 48.32%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,705 | $4,095-58.4% | $5,918-71.2% | $2,471-31.0% |
| Participant deferral / active EE | $6,819 | $5,956+14.5% | $7,714-11.6% | $3,740+82.3% |
| Admin fee / account holder | $2 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |