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 | $201,905 | $148,978+35.5% | $200,582+0.7% | $84,808+138.1% |
| Participation rate | 80.4% | 84.2%-3.8pp | 86.9%-6.5pp | 68.3%+12.1pp |
| Annual return | 16.14% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,125 | $4,815-35.1% | $6,419-51.3% | $2,631+18.8% |
| Participant deferral / active EE | $8,095 | $7,142+13.3% | $9,331-13.2% | $4,212+92.2% |
| Admin fee / account holder | $3 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |