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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,423 | $68,408+155.0% | $57,179+205.1% | $57,658+202.5% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 0.05% | 8.51%-8.5pp | 14.59%-14.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $14,494 | $2,869+405.2% | $2,682+440.4% | $1,974+634.3% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |