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 | $232,623 | $75,284+209.0% | $91,001+155.6% | $69,631+234.1% |
| Participation rate | 98.3% | 80.4%+18.0pp | 75.6%+22.7pp | 70.7%+27.7pp |
| Annual return | 17.35% | 48.40%-31.0pp | 4.60%+12.8pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $6,548 | $2,473+164.8% | $2,456+166.7% | $2,032+222.2% |
| Participant deferral / active EE | $8,303 | $3,700+124.4% | $3,547+134.1% | $3,224+157.6% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |