Filed July 12, 2006 (most recent of 3 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 | $178,785 | $94,833+88.5% | $75,696+136.2% | $86,799+106.0% |
| Participation rate | 87.7% | 79.1%+8.6pp | 74.8%+12.9pp | 72.3%+15.4pp |
| Annual return | 17.21% | 16.91%+0.3pp | 104.53%-87.3pp | 97.91%-80.7pp |
| Employer contribution / active EE | $8,797 | $2,904+202.9% | $2,743+220.7% | $2,405+265.7% |
| Participant deferral / active EE | $6,997 | $3,632+92.7% | $3,821+83.1% | $4,131+69.4% |
| Admin fee / account holder | $5 | $109-95.2% | $3,619-99.9% | $170-96.9% |