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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,972 | $78,485+31.2% | $106,213-3.1% | $74,495+38.2% |
| Participation rate | 90.9% | 72.8%+18.1pp | 75.3%+15.6pp | 67.2%+23.7pp |
| Annual return | 16.53% | 15.95%+0.6pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $686 | $2,523-72.8% | $3,171-78.4% | $2,623-73.8% |
| Participant deferral / active EE | $5,176 | $4,322+19.7% | $5,016+3.2% | $4,346+19.1% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |