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 | $168,344 | $126,925+32.6% | $74,183+126.9% | $329,111-48.8% |
| Participation rate | 91.6% | 87.5%+4.0pp | 76.6%+15.0pp | 67.9%+23.7pp |
| Annual return | 9.31% | 10.67%-1.4pp | 17.74%-8.4pp | 16.35%-7.0pp |
| Employer contribution / active EE | $3,710 | $3,536+4.9% | $2,370+56.6% | $2,303+61.1% |
| Participant deferral / active EE | $8,061 | $6,619+21.8% | $3,550+127.1% | $3,682+118.9% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |