Filed October 27, 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 7-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.
Employer 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 | $70,894 | $122,186-42.0% | $146,958-51.8% | $199,593-64.5% |
| Participation rate | 87.4% | 78.3%+9.1pp | 82.2%+5.2pp | 72.0%+15.4pp |
| Annual return | 14.23% | 30.56%-16.3pp | 418.34%-404.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $717 | $4,093-82.5% | $4,933-85.5% | $3,034-76.4% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |