Filed May 10, 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 | $25,252 | $39,245-35.7% | $64,105-60.6% | $52,331-51.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 69.88% | 14.79%+55.1pp | 791.24%-721.4pp | 4.54%+65.3pp |
| Employer contribution / active EE | $4,624 | $736+528.2% | $1,820+154.1% | $1,882+145.8% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $15 | $592-97.4% | $4,499-99.7% | $592-97.4% |