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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,934 | $102,553-29.9% | $151,611-52.6% | $66,914+7.5% |
| Participation rate | 71.4% | 85.5%-14.1pp | 87.5%-16.1pp | 69.8%+1.6pp |
| Annual return | -11.28% | -10.82%-0.5pp | 3.33%-14.6pp | 1.58%-12.9pp |
| Employer contribution / active EE | $4,129 | $4,180-1.2% | $6,166-33.0% | $2,544+62.3% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $30 | $630-95.3% | $11,616-99.7% | $593-95.0% |