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 | $89,892 | $44,626+101.4% | $86,188+4.3% | $80,160+12.1% |
| Participation rate | 96.9% | 63.5%+33.3pp | 69.0%+27.9pp | 72.9%+23.9pp |
| Annual return | 10.91% | 19.61%-8.7pp | 1168.45%-1157.5pp | 40.38%-29.5pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,591 | $2,769-6.4% | $3,985-35.0% | $5,017-48.4% |
| Admin fee / account holder | $1 | $133-99.2% | $6,852-100.0% | $145-99.2% |