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 | $43,803 | $58,758-25.5% | $70,014-37.4% | $63,975-31.5% |
| Participation rate | 82.0% | 77.5%+4.5pp | 71.8%+10.2pp | 71.1%+10.8pp |
| Annual return | 22.65% | 18.05%+4.6pp | 12.99%+9.7pp | 48.65%-26.0pp |
| Employer contribution / active EE | $642 | $1,973-67.4% | $2,338-72.5% | $2,182-70.6% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $71-99.1% | $4,380-100.0% | $70-99.1% |