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.
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 | $136,501 | $100,227+36.2% | $169,993-19.7% | $74,419+83.4% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.0%+12.4pp | 70.7%+28.7pp |
| Annual return | 16.45% | 66.08%-49.6pp | 53.37%-36.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $3,074 | $4,263-27.9% | $6,785-54.7% | $2,637+16.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |