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.
Employer contribution per participant 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 | $129,953 | $111,491+16.6% | $189,513-31.4% | $86,799+49.7% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.8%+9.5pp | 72.3%+25.0pp |
| Annual return | 29.37% | 83.50%-54.1pp | 555.15%-525.8pp | 97.91%-68.5pp |
| Employer contribution / active EE | $1,368 | $3,951-65.4% | $6,162-77.8% | $2,405-43.1% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |