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 | $194,325 | $136,209+42.7% | $82,313+136.1% | $80,976+140.0% |
| Participation rate | 89.2% | 88.0%+1.2pp | 76.9%+12.3pp | 68.3%+21.0pp |
| Annual return | 23.10% | 21.54%+1.6pp | 25.88%-2.8pp | 22.91%+0.2pp |
| Employer contribution / active EE | $3,775 | $3,633+3.9% | $2,428+55.5% | $2,402+57.1% |
| Participant deferral / active EE | $8,102 | $6,693+21.0% | $3,706+118.6% | $3,848+110.5% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |