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 | $29,257 | $69,305-57.8% | $82,313-64.5% | $69,631-58.0% |
| Participation rate | 93.3% | 80.3%+13.0pp | 76.9%+16.4pp | 70.7%+22.6pp |
| Annual return | 24.70% | 21.47%+3.2pp | 25.88%-1.2pp | 27571.02%-27546.3pp |
| Employer contribution / active EE | $914 | $1,887-51.6% | $2,428-62.4% | $2,032-55.0% |
| Participant deferral / active EE | $3,608 | $3,568+1.1% | $3,706-2.7% | $3,224+11.9% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |