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 | $236,230 | $2,226,388-89.4% | $91,001+159.6% | $177,276+33.3% |
| Participation rate | 93.0% | 85.1%+7.8pp | 75.6%+17.4pp | 74.8%+18.1pp |
| Annual return | 19.89% | 20.16%-0.3pp | 4.60%+15.3pp | 21.25%-1.4pp |
| Employer contribution / active EE | $6,733 | $4,139+62.7% | $2,456+174.2% | $2,479+171.6% |
| Participant deferral / active EE | $11,636 | $6,423+81.2% | $3,547+228.0% | $3,881+199.9% |
| Admin fee / account holder | $0 | $1,921-100.0% | $5,417-100.0% | $154-100.0% |