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 | $177,140 | $63,745+177.9% | $98,442+79.9% | $79,386+123.1% |
| Participation rate | 98.6% | 69.9%+28.7pp | 73.3%+25.2pp | 70.7%+27.8pp |
| Annual return | 3.30% | 625.80%-622.5pp | 1492.73%-1489.4pp | 116.85%-113.6pp |
| Employer contribution / active EE | $10,145 | $2,557+296.8% | $2,960+242.8% | $2,427+317.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $516-99.9% | $5,949-100.0% | $626-99.9% |