Filed August 29, 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 | $200,260 | $67,166+198.2% | $57,343+249.2% | $55,191+262.8% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 69.2%+21.8pp |
| Annual return | 21.90% | 4.22%+17.7pp | 24.39%-2.5pp | 10.78%+11.1pp |
| Employer contribution / active EE | $9,963 | $2,812+254.3% | $2,689+270.5% | $1,899+424.7% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |