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 | $30,091 | $66,513-54.8% | $178,490-83.1% | $106,222-71.7% |
| Participation rate | 93.4% | 73.8%+19.7pp | 81.9%+11.5pp | 70.8%+22.6pp |
| Annual return | 24.15% | 21.81%+2.3pp | 151.07%-126.9pp | 21.69%+2.5pp |
| Employer contribution / active EE | $2,623 | $1,776+47.7% | $5,011-47.7% | $2,723-3.7% |
| Participant deferral / active EE | $39 | $3,679-98.9% | $5,202-99.2% | $4,600-99.1% |
| Admin fee / account holder | $54 | $53+1.6% | $13,984-99.6% | $78-30.7% |