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 | $66,031 | $73,404-10.0% | $87,100-24.2% | $67,579-2.3% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.9%+21.7pp | 71.3%+27.3pp |
| Annual return | -7.93% | 48.29%-56.2pp | 28.19%-36.1pp | 378.56%-386.5pp |
| Employer contribution / active EE | $7,518 | $2,014+273.3% | $2,521+198.2% | $2,148+250.0% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |