Filed October 5, 2006 (most recent of 14 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 | $168,563 | $53,901+212.7% | $134,143+25.7% | $73,488+129.4% |
| Participation rate | 99.3% | 62.8%+36.5pp | 72.2%+27.1pp | 70.7%+28.6pp |
| Annual return | 17.13% | 15.82%+1.3pp | 36.33%-19.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $6,040 | $1,458+314.2% | $3,704+63.1% | $2,270+166.1% |
| Participant deferral / active EE | $9,498 | $2,739+246.8% | $3,499+171.5% | $3,740+154.0% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |