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 | $39,900 | $105,247-62.1% | $87,100-54.2% | $77,787-48.7% |
| Participation rate | 93.0% | 85.8%+7.2pp | 76.9%+16.2pp | 73.2%+19.8pp |
| Annual return | 29.00% | 24.52%+4.5pp | 28.19%+0.8pp | 32.57%-3.6pp |
| Employer contribution / active EE | $1,267 | $2,895-56.2% | $2,521-49.8% | $2,504-49.4% |
| Participant deferral / active EE | $4,406 | $5,060-12.9% | $4,049+8.8% | $3,967+11.1% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |