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 | $36,519 | $48,064-24.0% | $78,778-53.6% | $69,631-47.6% |
| Participation rate | 99.6% | 61.6%+38.1pp | 69.2%+30.4pp | 70.7%+28.9pp |
| Annual return | 16.12% | 21.81%-5.7pp | 35.62%-19.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $5,608 | $744+654.3% | $1,986+182.4% | $2,032+176.0% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $19 | $152-87.8% | $5,134-99.6% | $110-83.2% |