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 | $46,752 | $79,519-41.2% | $95,952-51.3% | $73,409-36.3% |
| Participation rate | 93.3% | 81.2%+12.2pp | 77.1%+16.3pp | 72.2%+21.2pp |
| Annual return | 16.30% | 19.20%-2.9pp | 91.61%-75.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,365 | $2,048-33.3% | $2,541-46.3% | $2,234-38.9% |
| Participant deferral / active EE | $5,140 | $4,138+24.2% | $4,167+23.3% | $3,805+35.1% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |