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 | $33,629 | $35,485-5.2% | $74,550-54.9% | $55,725-39.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -3.16% | 0.72%-3.9pp | 32.53%-35.7pp | 244.93%-248.1pp |
| Employer contribution / active EE | $4,965 | $777+538.7% | $1,961+153.2% | $2,078+138.9% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $28 | $114-75.2% | $5,060-99.4% | $115-75.3% |