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.
Annual investment return 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 | $215,256 | $106,649+101.8% | $80,019+169.0% | $68,904+212.4% |
| Participation rate | 92.9% | 88.1%+4.7pp | 75.8%+17.0pp | 74.1%+18.7pp |
| Annual return | -6.65% | -0.87%-5.8pp | 11.22%-17.9pp | 1.07%-7.7pp |
| Employer contribution / active EE | $7,166 | $4,132+73.5% | $2,468+190.4% | $2,540+182.1% |
| Participant deferral / active EE | $13,452 | $6,395+110.4% | $3,686+265.0% | $4,015+235.0% |
| Admin fee / account holder | $0 | $58-100.0% | $6,521-100.0% | $71-100.0% |