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 | $188,301 | $74,552+152.6% | $62,995+198.9% | $69,631+170.4% |
| Participation rate | 80.1% | 78.3%+1.9pp | 74.8%+5.3pp | 70.7%+9.4pp |
| Annual return | 14.77% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $10,894 | $2,929+271.9% | $2,759+294.9% | $2,032+436.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |