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 | $68,537 | $65,435+4.7% | $86,677-20.9% | $66,914+2.4% |
| Participation rate | 75.7% | 75.5%+0.3pp | 76.6%-0.8pp | 69.8%+5.9pp |
| Annual return | -17.96% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,617 | $2,153+21.5% | $2,836-7.8% | $2,544+2.8% |
| Participant deferral / active EE | $5,792 | $4,100+41.3% | $4,656+24.4% | $4,237+36.7% |
| Admin fee / account holder | $25 | $642-96.2% | $7,493-99.7% | $593-95.9% |