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 | $99,517 | $48,166+106.6% | $96,562+3.1% | $93,030+7.0% |
| Participation rate | 96.1% | 65.1%+31.0pp | 69.8%+26.3pp | 73.9%+22.2pp |
| Annual return | 58.47% | 21.31%+37.2pp | 37.78%+20.7pp | 158.70%-100.2pp |
| Employer contribution / active EE | $5,256 | $1,070+391.3% | $2,356+123.0% | $2,706+94.3% |
| Participant deferral / active EE | $0 | $2,576-100.0% | $3,849-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $6,181-100.0% | $152-100.0% |