Filed December 1, 2006 (most recent of 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,582 | $111,064+45.5% | $67,652+138.8% | $69,651+132.0% |
| Participation rate | 96.4% | 86.0%+10.4pp | 75.7%+20.7pp | 66.6%+29.8pp |
| Annual return | 3.46% | 2.77%+0.7pp | 6625.04%-6621.6pp | 53.77%-50.3pp |
| Employer contribution / active EE | $3,609 | $3,328+8.4% | $2,266+59.3% | $2,241+61.1% |
| Participant deferral / active EE | $7,880 | $6,396+23.2% | $3,560+121.4% | $3,635+116.8% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |