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 | $46,124 | $130,141-64.6% | $86,677-46.8% | $77,904-40.8% |
| Participation rate | 93.2% | 85.9%+7.2pp | 76.6%+16.6pp | 73.7%+19.5pp |
| Annual return | -11.45% | -12.75%+1.3pp | 35.91%-47.4pp | 12.21%-23.7pp |
| Employer contribution / active EE | $1,459 | $3,220-54.7% | $2,836-48.6% | $2,848-48.8% |
| Participant deferral / active EE | $5,576 | $5,757-3.1% | $4,656+19.8% | $4,806+16.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |