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 | $215,117 | $65,223+229.8% | $80,019+168.8% | $55,725+286.0% |
| Participation rate | 97.1% | 80.6%+16.6pp | 75.8%+21.3pp | 70.9%+26.3pp |
| Annual return | -4.26% | 7.59%-11.9pp | 11.22%-15.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $6,693 | $2,544+163.1% | $2,468+171.2% | $2,078+222.1% |
| Participant deferral / active EE | $8,820 | $3,881+127.3% | $3,686+139.3% | $3,356+162.8% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |