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 | $248,172 | $81,908+203.0% | $90,749+173.5% | $64,808+282.9% |
| Participation rate | 96.5% | 80.5%+16.1pp | 75.7%+20.8pp | 71.5%+25.1pp |
| Annual return | -10.02% | -12.53%+2.5pp | -12.16%+2.1pp | 32.82%-42.8pp |
| Employer contribution / active EE | $8,846 | $3,065+188.6% | $2,921+202.9% | $2,506+253.0% |
| Participant deferral / active EE | $11,881 | $4,840+145.5% | $4,564+160.3% | $4,310+175.6% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |