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 | $166,473 | $122,239+36.2% | $184,203-9.6% | $74,495+123.5% |
| Participation rate | 80.6% | 85.5%-4.9pp | 86.8%-6.2pp | 67.2%+13.4pp |
| Annual return | 14.23% | 19.95%-5.7pp | 28.81%-14.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,755 | $4,537-39.3% | $6,427-57.1% | $2,623+5.0% |
| Participant deferral / active EE | $7,789 | $7,139+9.1% | $9,131-14.7% | $4,346+79.2% |
| Admin fee / account holder | $2 | $1,260-99.8% | $13,901-100.0% | $1,942-99.9% |