Filed October 26, 2006 (most recent of 3 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.
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 | $188,234 | $81,537+130.9% | $149,718+25.7% | $69,631+170.3% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+28.9pp |
| Annual return | -15.76% | 22.79%-38.5pp | 1501.63%-1517.4pp | 27571.02%-27586.8pp |
| Employer contribution / active EE | $2,653 | $3,239-18.1% | $5,445-51.3% | $2,032+30.5% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |