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 | $65,350 | $92,971-29.7% | $96,683-32.4% | $74,419-12.2% |
| Participation rate | 93.9% | 71.5%+22.4pp | 74.3%+19.6pp | 70.7%+23.2pp |
| Annual return | 24.15% | 37.49%-13.3pp | 35.69%-11.5pp | 34.38%-10.2pp |
| Employer contribution / active EE | $5,697 | $3,426+66.3% | $3,737+52.4% | $2,637+116.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $633-99.9% | $6,730-100.0% | $348-99.7% |