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 | $67,263 | $110,299-39.0% | $102,423-34.3% | $199,593-66.3% |
| Participation rate | 93.9% | 86.3%+7.6pp | 76.5%+17.4pp | 72.0%+21.9pp |
| Annual return | 14.40% | 35.73%-21.3pp | 29.32%-14.9pp | 34.25%-19.9pp |
| Employer contribution / active EE | $2,098 | $3,603-41.8% | $3,023-30.6% | $3,034-30.8% |
| Participant deferral / active EE | $6,702 | $6,376+5.1% | $5,053+32.6% | $5,087+31.8% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |