Filed July 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.
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 | $26,851 | $56,443-52.4% | $83,848-68.0% | $55,725-51.8% |
| Participation rate | 99.2% | 72.0%+27.2pp | 76.1%+23.1pp | 70.9%+28.4pp |
| Annual return | -5.77% | 393.67%-399.4pp | 850.88%-856.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,377 | $2,682+25.9% | $3,631-7.0% | $2,078+62.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |