Filed July 31, 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 8-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 | $105,179 | $80,005+31.5% | $140,016-24.9% | $55,725+88.7% |
| Participation rate | 98.8% | 87.0%+11.8pp | 87.5%+11.3pp | 70.9%+28.0pp |
| Annual return | 0.00% | 0.46%-0.5pp | 651.12%-651.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $2,561 | $3,403-24.7% | $5,606-54.3% | $2,078+23.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |