Filed June 22, 2006 (most recent of 5 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 | $61,315 | $93,571-34.5% | $135,903-54.9% | $75,163-18.4% |
| Participation rate | 95.7% | 75.2%+20.6pp | 81.9%+13.8pp | 67.2%+28.6pp |
| Annual return | 22.46% | 30.90%-8.4pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $7,990 | $3,537+125.9% | $4,856+64.5% | $2,670+199.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |