Filed October 26, 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.
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 | $152,305 | $51,620+195.1% | $90,281+68.7% | $65,185+133.7% |
| Participation rate | 99.4% | 68.6%+30.7pp | 73.3%+26.1pp | 70.2%+29.2pp |
| Annual return | 16.14% | 24.94%-8.8pp | 78.10%-62.0pp | 29.38%-13.2pp |
| Employer contribution / active EE | $5,484 | $2,235+145.4% | $2,854+92.1% | $2,177+151.9% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-99.9% | $5,351-100.0% | $847-100.0% |