Filed May 25, 2006
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.
Participant contribution per participant 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 | $53,058 | $69,977-24.2% | $108,579-51.1% | $62,891-15.6% |
| Participation rate | 93.0% | 72.9%+20.1pp | 79.6%+13.5pp | 69.3%+23.7pp |
| Annual return | 45.62% | 10.73%+34.9pp | -51.70%+97.3pp | 20.14%+25.5pp |
| Employer contribution / active EE | $7,630 | $2,135+257.4% | $3,758+103.0% | $2,281+234.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |