Filed July 22, 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 | $123,535 | $86,286+43.2% | $111,297+11.0% | $85,850+43.9% |
| Participation rate | 82.0% | 73.3%+8.7pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 14.53% | 19.99%-5.5pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $787 | $2,043-61.5% | $2,731-71.2% | $2,565-69.3% |
| Participant deferral / active EE | $4,382 | $3,641+20.4% | $4,487-2.3% | $3,952+10.9% |
| Admin fee / account holder | $76 | $8,188-99.1% | $7,964-99.0% | $6,260-98.8% |