Filed May 10, 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.
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 | $96,754 | $79,428+21.8% | $106,548-9.2% | $79,386+21.9% |
| Participation rate | 87.0% | 74.1%+12.9pp | 76.1%+10.9pp | 70.7%+16.3pp |
| Annual return | 17.71% | 18.27%-0.6pp | 26.80%-9.1pp | 116.85%-99.1pp |
| Employer contribution / active EE | $499 | $2,234-77.7% | $2,819-82.3% | $2,427-79.5% |
| Participant deferral / active EE | $4,089 | $3,823+7.0% | $4,398-7.0% | $4,046+1.1% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |