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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,808 | $43,466+46.8% | $90,951-29.8% | $90,288-29.3% |
| Participation rate | 97.7% | 62.5%+35.3pp | 69.0%+28.7pp | 73.4%+24.4pp |
| Annual return | 42.77% | 25.26%+17.5pp | 134.60%-91.8pp | 53.97%-11.2pp |
| Employer contribution / active EE | $5,728 | $840+581.9% | $2,122+169.9% | $2,524+126.9% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,232-100.0% |
| Admin fee / account holder | $2 | $92-98.0% | $5,959-100.0% | $114-98.4% |