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.
Annual investment return 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 | $45,575 | $40,113+13.6% | $84,015-45.8% | $77,787-41.4% |
| Participation rate | 78.0% | 62.8%+15.2pp | 69.0%+9.0pp | 73.2%+4.8pp |
| Annual return | 8.29% | 23.27%-15.0pp | 71.31%-63.0pp | 32.57%-24.3pp |
| Employer contribution / active EE | $1,155 | $847+36.4% | $1,983-41.8% | $2,504-53.9% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,101-100.0% | $100-100.0% |