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 | $238,399 | $82,546+188.8% | $140,016+70.3% | $75,289+216.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -3.99% | -0.36%-3.6pp | 651.12%-655.1pp | -0.04%-4.0pp |
| Employer contribution / active EE | $11,069 | $3,856+187.1% | $5,606+97.5% | $2,405+360.3% |
| Participant deferral / active EE | $11,008 | $5,731+92.1% | $6,927+58.9% | $3,739+194.4% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |