Filed February 21, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,052 | $117,928+72.2% | $77,999+160.3% | $65,292+211.0% |
| Participation rate | 91.7% | 85.6%+6.1pp | 75.5%+16.2pp | 72.4%+19.2pp |
| Annual return | 5.86% | 11.37%-5.5pp | 425.96%-420.1pp | 11.84%-6.0pp |
| Employer contribution / active EE | $6,465 | $3,999+61.7% | $2,470+161.7% | $2,302+180.9% |
| Participant deferral / active EE | $10,886 | $5,945+83.1% | $3,497+211.3% | $3,579+204.2% |
| Admin fee / account holder | $0 | $66-100.0% | $5,480-100.0% | $57-100.0% |