Filed September 1, 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,991 | $75,760+169.3% | $123,104+65.7% | $59,188+244.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -0.98% | 2.93%-3.9pp | 13.22%-14.2pp | 5.51%-6.5pp |
| Employer contribution / active EE | $10,714 | $3,415+213.7% | $5,151+108.0% | $2,098+410.7% |
| Participant deferral / active EE | $10,728 | $5,000+114.5% | $6,230+72.2% | $3,265+228.6% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |