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 | $245,922 | $74,347+230.8% | $93,606+162.7% | $67,579+263.9% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.3pp | 71.3%+26.9pp |
| Annual return | 20.88% | 28.07%-7.2pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $7,304 | $2,583+182.8% | $2,718+168.7% | $2,148+240.1% |
| Participant deferral / active EE | $9,820 | $4,060+141.9% | $4,069+141.4% | $3,539+177.5% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |