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 | $188,445 | $56,317+234.6% | $71,209+164.6% | $74,304+153.6% |
| Participation rate | 93.9% | 55.1%+38.8pp | 73.8%+20.1pp | 60.3%+33.5pp |
| Annual return | 12.85% | 42.83%-30.0pp | 282.51%-269.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $7,829 | $2,160+262.4% | $2,721+187.7% | $2,241+249.3% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |