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 | $86,287 | $76,050+13.5% | $96,544-10.6% | $71,457+20.8% |
| Participation rate | 72.7% | 74.4%-1.7pp | 76.0%-3.3pp | 67.9%+4.8pp |
| Annual return | 22.44% | 22.81%-0.4pp | 25.84%-3.4pp | 28.85%-6.4pp |
| Employer contribution / active EE | $2,551 | $2,244+13.7% | $2,965-14.0% | $2,588-1.4% |
| Participant deferral / active EE | $5,532 | $4,215+31.2% | $4,851+14.0% | $4,289+29.0% |
| Admin fee / account holder | $25 | $2,707-99.1% | $8,252-99.7% | $1,587-98.4% |