Filed January 23, 2007 (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 | $135,529 | $121,341+11.7% | $189,513-28.5% | $79,386+70.7% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.8%+10.0pp | 70.7%+27.1pp |
| Annual return | 13.58% | 21.08%-7.5pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,487 | $6,395+32.7% | $8,221+3.2% | $4,046+109.8% |
| Admin fee / account holder | $25 | $651-96.2% | $12,045-99.8% | $626-96.0% |