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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,920 | $60,323+181.7% | $81,812+107.7% | $74,495+128.1% |
| Participation rate | 94.3% | 62.9%+31.5pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 12.01% | 16.90%-4.9pp | 773.79%-761.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $8,099 | $2,620+209.1% | $2,912+178.1% | $2,623+208.8% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $199 | $1,486-86.6% | $7,386-97.3% | $1,942-89.8% |