Filed July 27, 2006 (most recent of 2 filings on file)
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 | $24,290 | $48,835-50.3% | $170,442-85.7% | $177,276-86.3% |
| Participation rate | 91.8% | 72.1%+19.7pp | 83.6%+8.2pp | 74.8%+16.9pp |
| Annual return | 53.52% | 19.44%+34.1pp | 205.93%-152.4pp | 21.25%+32.3pp |
| Employer contribution / active EE | $2,233 | $1,798+24.2% | $5,433-58.9% | $2,479-9.9% |
| Participant deferral / active EE | $6 | $2,757-99.8% | $4,939-99.9% | $3,881-99.8% |
| Admin fee / account holder | $58 | $52+10.9% | $13,880-99.6% | $154-62.6% |