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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,049 | $58,264+203.9% | $86,612+104.4% | $71,457+147.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 16.96% | 21.63%-4.7pp | 591.07%-574.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $10,417 | $2,574+304.7% | $3,022+244.6% | $2,588+302.6% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,614-100.0% | $1,587-99.9% |