Filed July 16, 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 | $56,991 | $113,293-49.7% | $67,502-15.6% | $199,593-71.4% |
| Participation rate | 91.3% | 73.3%+17.9pp | 72.9%+18.4pp | 72.0%+19.3pp |
| Annual return | 12.03% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.2pp |
| Employer contribution / active EE | $3,777 | $3,401+11.1% | $2,731+38.3% | $3,034+24.5% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $25 | $103-75.4% | $3,998-99.4% | $269-90.6% |