Filed February 27, 2006 (most recent of 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,639 | $69,763+61.5% | $67,502+66.9% | $74,495+51.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.53% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $8,880 | $2,704+228.4% | $2,731+225.2% | $2,623+238.6% |
| Participant deferral / active EE | $7,293 | $3,636+100.6% | $4,000+82.3% | $4,346+67.8% |
| Admin fee / account holder | $113 | $896-87.3% | $3,998-97.2% | $1,942-94.2% |