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 | $125,426 | $122,239+2.6% | $184,203-31.9% | $74,495+68.4% |
| Participation rate | 95.9% | 85.5%+10.4pp | 86.8%+9.1pp | 67.2%+28.7pp |
| Annual return | 12.20% | 19.95%-7.7pp | 28.81%-16.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,905 | $7,139+24.7% | $9,131-2.5% | $4,346+104.9% |
| Admin fee / account holder | $37 | $1,260-97.1% | $13,901-99.7% | $1,942-98.1% |