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 | $233,617 | $127,796+82.8% | $76,768+204.3% | $73,367+218.4% |
| Participation rate | 89.8% | 88.2%+1.6pp | 77.0%+12.9pp | 69.5%+20.3pp |
| Annual return | -5.05% | -2.31%-2.7pp | 2.43%-7.5pp | 173.45%-178.5pp |
| Employer contribution / active EE | $4,828 | $3,931+22.8% | $2,485+94.3% | $2,499+93.2% |
| Participant deferral / active EE | $8,981 | $6,924+29.7% | $3,852+133.2% | $4,033+122.7% |
| Admin fee / account holder | $0 | $66-100.0% | $6,675-100.0% | $68-100.0% |