Filed January 12, 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 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 | $112,968 | $91,372+23.6% | $129,995-13.1% | $74,419+51.8% |
| Participation rate | 98.5% | 77.8%+20.7pp | 78.5%+20.0pp | 70.7%+27.8pp |
| Annual return | 50.33% | 23.21%+27.1pp | -137.18%+187.5pp | 34.38%+15.9pp |
| Employer contribution / active EE | $5,120 | $2,563+99.7% | $4,320+18.5% | $2,637+94.1% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |