Filed January 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,223 | $102,553-49.1% | $151,611-65.6% | $66,914-22.0% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.8pp | 69.8%+28.5pp |
| Annual return | -12.12% | -10.82%-1.3pp | 3.33%-15.4pp | 1.58%-13.7pp |
| Employer contribution / active EE | $2,925 | $4,180-30.0% | $6,166-52.6% | $2,544+15.0% |
| Participant deferral / active EE | $3,478 | $6,641-47.6% | $8,363-58.4% | $4,237-17.9% |
| Admin fee / account holder | $276 | $630-56.2% | $11,616-97.6% | $593-53.6% |