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 | $56,102+45.3% | $101,794-19.9% | $102,872-20.8% |
| Participation rate | 95.1% | 70.4%+24.7pp | 69.2%+25.9pp | 73.0%+22.1pp |
| Annual return | 16.67% | 14.06%+2.6pp | 30.53%-13.9pp | 19.06%-2.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $2,289-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $262-100.0% | $8,777-100.0% | $292-100.0% |