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 | $102,163 | $76,774+33.1% | $112,228-9.0% | $77,904+31.1% |
| Participation rate | 99.3% | 80.2%+19.1pp | 75.1%+24.2pp | 73.7%+25.6pp |
| Annual return | 10.81% | -10.25%+21.1pp | 27.45%-16.6pp | 12.21%-1.4pp |
| Employer contribution / active EE | $5,660 | $3,977+42.3% | $3,635+55.7% | $2,848+98.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,410-100.0% | $133-100.0% |