Filed January 17, 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 9-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 | $135,863 | $72,277+88.0% | $101,248+34.2% | $79,858+70.1% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 34.73% | 22.30%+12.4pp | 46.47%-11.7pp | 31.71%+3.0pp |
| Employer contribution / active EE | $24,763 | $2,692+820.0% | $3,660+576.7% | $2,471+902.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |