Filed January 29, 2006 (most recent of 4 filings on file)
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.
Annual investment return 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 | $152,989 | $114,195+34.0% | $106,548+43.6% | $93,030+64.5% |
| Participation rate | 96.6% | 86.4%+10.2pp | 76.1%+20.5pp | 73.9%+22.7pp |
| Annual return | 11.83% | 22.18%-10.3pp | 26.80%-15.0pp | 158.70%-146.9pp |
| Employer contribution / active EE | $7,822 | $4,009+95.1% | $2,819+177.5% | $2,706+189.1% |
| Participant deferral / active EE | $9,702 | $5,908+64.2% | $4,398+120.6% | $4,562+112.7% |
| Admin fee / account holder | $0 | $105-100.0% | $7,407-100.0% | $152-100.0% |