Filed March 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,022 | $96,018+15.6% | $65,493+69.5% | $85,563+29.8% |
| Participation rate | 96.1% | 74.8%+21.3pp | 73.1%+23.0pp | 66.0%+30.1pp |
| Annual return | 14.06% | 14.51%-0.5pp | 982.45%-968.4pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,933 | $3,235-40.2% | $2,574-24.9% | $2,654-27.1% |
| Participant deferral / active EE | $3,084 | $4,055-23.9% | $3,961-22.2% | $4,375-29.5% |
| Admin fee / account holder | $136 | $271-49.9% | $5,028-97.3% | $834-83.7% |