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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,304 | $78,275-29.3% | $109,143-49.3% | $86,799-36.3% |
| Participation rate | 97.2% | 73.8%+23.3pp | 75.9%+21.3pp | 72.3%+24.9pp |
| Annual return | 24.94% | 19.14%+5.8pp | 25.75%-0.8pp | 97.91%-73.0pp |
| Employer contribution / active EE | $4,984 | $3,105+60.5% | $3,722+33.9% | $2,405+107.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |