Filed April 12, 2006 (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 9-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 | $79,022 | $81,719-3.3% | $101,248-22.0% | $90,288-12.5% |
| Participation rate | 99.1% | 80.7%+18.3pp | 75.8%+23.3pp | 73.4%+25.7pp |
| Annual return | 31.49% | 337.64%-306.1pp | 46.47%-15.0pp | 53.97%-22.5pp |
| Employer contribution / active EE | $5,210 | $3,622+43.8% | $3,660+42.4% | $2,524+106.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $5,945-100.0% | $114-100.0% |