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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,024 | $65,118+12.1% | $76,768-4.9% | $55,725+31.0% |
| Participation rate | 98.3% | 79.6%+18.7pp | 77.0%+21.3pp | 70.9%+27.5pp |
| Annual return | 5.87% | -1.27%+7.1pp | 2.43%+3.4pp | 244.93%-239.1pp |
| Employer contribution / active EE | $6,990 | $1,941+260.1% | $2,485+181.3% | $2,078+236.4% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |