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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,262 | $80,354+179.1% | $133,980+67.4% | $63,975+250.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 7.83% | 13.11%-5.3pp | 29.30%-21.5pp | 48.65%-40.8pp |
| Employer contribution / active EE | $11,656 | $3,503+232.7% | $5,211+123.7% | $2,182+434.3% |
| Participant deferral / active EE | $11,796 | $5,239+125.2% | $6,282+87.8% | $3,356+251.4% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |