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 | $91,576 | $71,516+28.0% | $98,439-7.0% | $71,457+28.2% |
| Participation rate | 89.8% | 72.7%+17.1pp | 75.2%+14.6pp | 67.9%+21.8pp |
| Annual return | 19.59% | 32.41%-12.8pp | 21.16%-1.6pp | 28.85%-9.3pp |
| Employer contribution / active EE | $625 | $2,399-73.9% | $3,048-79.5% | $2,588-75.9% |
| Participant deferral / active EE | $4,652 | $4,109+13.2% | $4,738-1.8% | $4,289+8.5% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |