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 | $208,503 | $74,024+181.7% | $77,999+167.3% | $57,658+261.6% |
| Participation rate | 96.2% | 79.7%+16.4pp | 75.5%+20.6pp | 70.2%+25.9pp |
| Annual return | 6.55% | 12.14%-5.6pp | 425.96%-419.4pp | 5.13%+1.4pp |
| Employer contribution / active EE | $7,222 | $2,365+205.3% | $2,470+192.4% | $1,974+265.9% |
| Participant deferral / active EE | $8,918 | $3,533+152.4% | $3,497+155.0% | $3,061+191.4% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |