Filed July 22, 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.
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 | $58,613 | $72,770-19.5% | $67,652-13.4% | $55,191+6.2% |
| Participation rate | 98.6% | 78.8%+19.8pp | 75.7%+23.0pp | 69.2%+29.5pp |
| Annual return | -7.34% | -3.26%-4.1pp | 6625.04%-6632.4pp | 10.78%-18.1pp |
| Employer contribution / active EE | $9,463 | $1,769+434.9% | $2,266+317.7% | $1,899+398.4% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |