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 | $74,702 | $37,317+100.2% | $77,024-3.0% | $77,904-4.1% |
| Participation rate | 97.1% | 46.9%+50.3pp | 67.9%+29.2pp | 73.7%+23.5pp |
| Annual return | 27.54% | -5.88%+33.4pp | 42.32%-14.8pp | 12.21%+15.3pp |
| Employer contribution / active EE | $4,238 | $1,218+247.9% | $2,812+50.7% | $2,848+48.8% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $4,426-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $126-99.7% | $5,425-100.0% | $133-99.7% |