Filed April 12, 2007 (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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,865 | $51,604-63.4% | $129,295-85.4% | $80,874-76.7% |
| Participation rate | 90.7% | 57.0%+33.7pp | 69.6%+21.0pp | 67.6%+23.0pp |
| Annual return | 13.35% | 20.76%-7.4pp | 9429.28%-9415.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,653 | $1,585+67.4% | $4,157-36.2% | $2,756-3.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |