Filed November 15, 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 | $195,627 | $130,194+50.3% | $169,993+15.1% | $71,457+173.8% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.0%+7.1pp | 67.9%+26.2pp |
| Annual return | 21.85% | 20.37%+1.5pp | 53.37%-31.5pp | 28.85%-7.0pp |
| Employer contribution / active EE | $3,349 | $4,381-23.6% | $6,785-50.6% | $2,588+29.4% |
| Participant deferral / active EE | $7,056 | $6,923+1.9% | $10,408-32.2% | $4,289+64.5% |
| Admin fee / account holder | $24 | $966-97.5% | $12,815-99.8% | $1,587-98.5% |