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 | $113,485 | $84,556+34.2% | $116,228-2.4% | $74,304+52.7% |
| Participation rate | 90.7% | 66.0%+24.6pp | 74.6%+16.1pp | 60.3%+30.3pp |
| Annual return | 14.48% | 18.35%-3.9pp | 90.06%-75.6pp | 29.43%-15.0pp |
| Employer contribution / active EE | $705 | $2,168-67.5% | $2,994-76.4% | $2,241-68.5% |
| Participant deferral / active EE | $5,393 | $3,814+41.4% | $4,953+8.9% | $3,767+43.2% |
| Admin fee / account holder | $2 | $3,792-99.9% | $11,989-100.0% | $2,969-99.9% |