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 | $111,092 | $102,553+8.3% | $151,611-26.7% | $66,914+66.0% |
| Participation rate | 99.0% | 85.5%+13.4pp | 87.5%+11.5pp | 69.8%+29.1pp |
| Annual return | -15.31% | -10.82%-4.5pp | 3.33%-18.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,683 | $6,641+30.7% | $8,363+3.8% | $4,237+104.9% |
| Admin fee / account holder | $27 | $630-95.7% | $11,616-99.8% | $593-95.5% |