Filed March 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 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 | $121,780 | $95,274+27.8% | $135,903-10.4% | $74,419+63.6% |
| Participation rate | 96.9% | 78.2%+18.7pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 19.13% | 32.77%-13.6pp | 68.23%-49.1pp | 34.38%-15.3pp |
| Employer contribution / active EE | $3,741 | $3,874-3.4% | $4,856-23.0% | $2,637+41.9% |
| Participant deferral / active EE | $10,647 | $7,782+36.8% | $7,758+37.2% | $4,528+135.1% |
| Admin fee / account holder | $5 | $266-98.2% | $10,762-100.0% | $348-98.6% |