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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,164 | $65,118-53.7% | $76,768-60.7% | $55,725-45.9% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.0%+17.8pp | 70.9%+23.9pp |
| Annual return | -6.32% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,202 | $1,941-38.1% | $2,485-51.7% | $2,078-42.2% |
| Participant deferral / active EE | $4,290 | $3,688+16.3% | $3,852+11.4% | $3,356+27.9% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |