Filed January 19, 2006
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 | $65,020 | $109,881-40.8% | $150,045-56.7% | $84,808-23.3% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 11.75% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,746 | $3,561+5.2% | $4,693-20.2% | $2,631+42.4% |
| Participant deferral / active EE | $6,050 | $6,636-8.8% | $7,997-24.4% | $4,212+43.6% |
| Admin fee / account holder | $52 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |