Filed January 23, 2006 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,692 | $58,264+155.2% | $86,612+71.7% | $71,457+108.1% |
| Participation rate | 99.3% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 13.53% | 21.63%-8.1pp | 591.07%-577.5pp | 28.85%-15.3pp |
| Employer contribution / active EE | $6,957 | $2,574+170.3% | $3,022+130.2% | $2,588+168.9% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $161 | $1,057-84.7% | $5,614-97.1% | $1,587-89.8% |