Filed June 14, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,725 | $52,224+52.7% | $88,946-10.4% | $102,872-22.5% |
| Participation rate | 98.5% | 40.8%+57.7pp | 68.8%+29.6pp | 73.0%+25.4pp |
| Annual return | 16.72% | 16.96%-0.2pp | 57.82%-41.1pp | 19.06%-2.3pp |
| Employer contribution / active EE | $4,671 | $1,241+276.5% | $2,555+82.8% | $3,526+32.5% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $4,581-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $1,723-100.0% | $8,261-100.0% | $292-99.8% |