Filed May 2, 2006 (most recent of 2 filings on file)
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 9-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 | $72,201 | $98,982-27.1% | $162,163-55.5% | $65,185+10.8% |
| Participation rate | 78.3% | 85.8%-7.5pp | 87.6%-9.2pp | 70.2%+8.1pp |
| Annual return | 15.44% | 24.84%-9.4pp | 115.59%-100.2pp | 29.38%-13.9pp |
| Employer contribution / active EE | $5,101 | $3,467+47.2% | $5,614-9.1% | $2,177+134.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $596-98.9% | $10,843-99.9% | $847-99.2% |