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 | $92,118 | $88,770+3.8% | $109,143-15.6% | $93,030-1.0% |
| Participation rate | 98.6% | 81.5%+17.2pp | 75.9%+22.8pp | 73.9%+24.7pp |
| Annual return | 13.93% | 60.64%-46.7pp | 25.75%-11.8pp | 158.70%-144.8pp |
| Employer contribution / active EE | $5,837 | $3,780+54.4% | $3,722+56.8% | $2,706+115.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,752-100.0% | $152-100.0% |