Filed May 23, 2006
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 | $160,073 | $79,013+102.6% | $100,391+59.4% | $74,495+114.9% |
| Participation rate | 93.4% | 79.5%+14.0pp | 81.5%+12.0pp | 67.2%+26.2pp |
| Annual return | 14.72% | 20.41%-5.7pp | 49.20%-34.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,325 | $3,021-56.1% | $3,942-66.4% | $2,623-49.5% |
| Participant deferral / active EE | $5,710 | $7,760-26.4% | $8,082-29.3% | $4,346+31.4% |
| Admin fee / account holder | $0 | $1,320-100.0% | $7,899-100.0% | $1,942-100.0% |