Filed October 26, 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 | $28,372 | $80,753-64.9% | $136,294-79.2% | $62,292-54.5% |
| Participation rate | 95.9% | 73.5%+22.4pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 18.24% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $813 | $2,884-71.8% | $4,695-82.7% | $2,042-60.2% |
| Participant deferral / active EE | $4,256 | $5,164-17.6% | $6,247-31.9% | $3,169+34.3% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.8% |