Filed June 17, 2006 (most recent of 8 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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,554 | $63,259-21.7% | $178,490-72.2% | $93,223-46.8% |
| Participation rate | 99.0% | 72.1%+26.8pp | 81.9%+17.1pp | 74.9%+24.1pp |
| Annual return | 12.56% | 19.93%-7.4pp | 151.07%-138.5pp | 19.29%-6.7pp |
| Employer contribution / active EE | $3,049 | $1,865+63.5% | $5,011-39.1% | $2,680+13.8% |
| Participant deferral / active EE | $3,156 | $3,372-6.4% | $5,202-39.3% | $4,563-30.8% |
| Admin fee / account holder | $28 | $58-51.1% | $13,984-99.8% | $79-64.2% |