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 | $57,128 | $104,697-45.4% | $96,544-40.8% | $80,160-28.7% |
| Participation rate | 93.5% | 86.4%+7.1pp | 76.0%+17.5pp | 72.9%+20.5pp |
| Annual return | 15.17% | 21.78%-6.6pp | 25.84%-10.7pp | 40.38%-25.2pp |
| Employer contribution / active EE | $1,995 | $3,536-43.6% | $2,965-32.7% | $2,978-33.0% |
| Participant deferral / active EE | $6,288 | $6,188+1.6% | $4,851+29.6% | $5,017+25.3% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |