Filed January 6, 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.
Participant contribution per participant 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 | $25,432 | $49,138-48.2% | $84,015-69.7% | $65,185-61.0% |
| Participation rate | 99.2% | 60.7%+38.5pp | 69.0%+30.2pp | 70.2%+29.0pp |
| Annual return | 46.24% | 23.00%+23.2pp | 71.31%-25.1pp | 29.38%+16.9pp |
| Employer contribution / active EE | $1,733 | $914+89.7% | $1,983-12.6% | $2,177-20.4% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |