Filed July 12, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,496 | $57,921+40.7% | $98,716-17.4% | $103,975-21.6% |
| Participation rate | 95.1% | 68.8%+26.3pp | 69.3%+25.8pp | 72.5%+22.6pp |
| Annual return | 16.67% | 13.15%+3.5pp | 31.81%-15.1pp | 19.41%-2.7pp |
| Employer contribution / active EE | $0 | $1,595-100.0% | $2,279-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $4,048-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $324-100.0% | $8,703-100.0% | $332-100.0% |