Filed October 25, 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 | $110,209 | $65,322+68.7% | $70,449+56.4% | $73,488+50.0% |
| Participation rate | 99.1% | 77.0%+22.1pp | 75.1%+24.0pp | 70.7%+28.4pp |
| Annual return | 14.36% | 15.71%-1.4pp | 109.03%-94.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,826 | $2,460+55.5% | $2,737+39.8% | $2,270+68.5% |
| Participant deferral / active EE | $3,376 | $3,3750% | $3,709-9.0% | $3,740-9.7% |
| Admin fee / account holder | $41 | $214-80.7% | $3,845-98.9% | $513-91.9% |