Filed December 27, 2006
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 | $131,344 | $54,517+140.9% | $75,972+72.9% | $74,495+76.3% |
| Participation rate | 93.8% | 60.3%+33.5pp | 69.1%+24.7pp | 67.2%+26.6pp |
| Annual return | 13.28% | 31.82%-18.5pp | 359.55%-346.3pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $5,370 | $1,777+202.2% | $2,685+100.0% | $2,623+104.7% |
| Participant deferral / active EE | $4,348 | $3,066+41.8% | $4,255+2.2% | $4,3460% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |