Filed April 8, 2006
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 | $110,737 | $76,050+45.6% | $96,544+14.7% | $71,457+55.0% |
| Participation rate | 97.3% | 74.4%+22.9pp | 76.0%+21.3pp | 67.9%+29.4pp |
| Annual return | 8.56% | 22.81%-14.3pp | 25.84%-17.3pp | 28.85%-20.3pp |
| Employer contribution / active EE | $4,401 | $2,244+96.1% | $2,965+48.4% | $2,588+70.1% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |