Filed April 23, 2007 (most recent of 3 filings on file)
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 | $44,754 | $110,094-59.3% | $151,611-70.5% | $68,494-34.7% |
| Participation rate | 99.0% | 84.0%+15.0pp | 87.5%+11.5pp | 67.9%+31.1pp |
| Annual return | 26.18% | -10.12%+36.3pp | 3.33%+22.8pp | -7.84%+34.0pp |
| Employer contribution / active EE | $2,464 | $4,471-44.9% | $6,166-60.0% | $2,596-5.1% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |