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 | $120,370 | $86,897+38.5% | $151,611-20.6% | $64,808+85.7% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.5%+10.3pp | 71.5%+26.3pp |
| Annual return | -3.50% | -3.57%+0.1pp | 3.33%-6.8pp | 32.82%-36.3pp |
| Employer contribution / active EE | $1,342 | $4,010-66.5% | $6,166-78.2% | $2,506-46.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |