Filed February 21, 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 | $78,025 | $84,936-8.1% | $111,297-29.9% | $79,386-1.7% |
| Participation rate | 81.0% | 75.9%+5.2pp | 77.3%+3.7pp | 70.7%+10.3pp |
| Annual return | 14.19% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,561 | $1,979+29.4% | $2,731-6.2% | $2,427+5.5% |
| Participant deferral / active EE | $5,457 | $3,888+40.3% | $4,487+21.6% | $4,046+34.9% |
| Admin fee / account holder | $21 | $537-96.1% | $7,964-99.7% | $626-96.6% |