Filed July 18, 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 | $79,112 | $67,984+16.4% | $65,493+20.8% | $74,304+6.5% |
| Participation rate | 98.0% | 66.3%+31.7pp | 73.1%+24.9pp | 60.3%+37.7pp |
| Annual return | 12.16% | 19.87%-7.7pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $2,969 | $2,491+19.2% | $2,574+15.4% | $2,241+32.5% |
| Participant deferral / active EE | $3,215 | $3,346-3.9% | $3,961-18.8% | $3,767-14.7% |
| Admin fee / account holder | $50 | $1,373-96.4% | $5,028-99.0% | $2,969-98.3% |