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 | $53,139 | $185,342-71.3% | $111,297-52.3% | $86,799-38.8% |
| Participation rate | 92.2% | 81.0%+11.3pp | 77.3%+14.9pp | 72.3%+20.0pp |
| Annual return | 12.78% | 500.80%-488.0pp | 54.65%-41.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,362 | $2,246-39.4% | $2,731-50.1% | $2,405-43.4% |
| Participant deferral / active EE | $5,178 | $4,458+16.1% | $4,487+15.4% | $4,131+25.3% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |