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 | $53,255 | $73,867-27.9% | $143,757-63.0% | $68,494-22.2% |
| Participation rate | 79.0% | 66.7%+12.4pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -17.43% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,601 | $3,184+13.1% | $4,951-27.3% | $2,596+38.7% |
| Participant deferral / active EE | $4,717 | $3,384+39.4% | $5,637-16.3% | $4,027+17.1% |
| Admin fee / account holder | $131 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |