Filed January 30, 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.
Participant contribution per participant 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 | $40,944 | $54,890-25.4% | $63,517-35.5% | $59,188-30.8% |
| Participation rate | 78.8% | 75.6%+3.2pp | 71.0%+7.8pp | 69.4%+9.4pp |
| Annual return | 5.05% | 4.56%+0.5pp | -70.30%+75.3pp | 5.51%-0.5pp |
| Employer contribution / active EE | $627 | $1,831-65.8% | $2,322-73.0% | $2,098-70.1% |
| Participant deferral / active EE | $0 | $2,803-100.0% | $2,953-100.0% | $3,265-100.0% |
| Admin fee / account holder | $1 | $66-99.2% | $5,892-100.0% | $92-99.4% |