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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,390 | $59,263+3.6% | $96,562-36.4% | $79,386-22.7% |
| Participation rate | 99.3% | 61.9%+37.4pp | 69.8%+29.5pp | 70.7%+28.6pp |
| Annual return | 72.13% | 27.07%+45.1pp | 37.78%+34.3pp | 116.85%-44.7pp |
| Employer contribution / active EE | $2,157 | $1,216+77.5% | $2,356-8.4% | $2,427-11.1% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |