Filed August 29, 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 | $237,827 | $106,028+124.3% | $146,958+61.8% | $77,643+206.3% |
| Participation rate | 87.5% | 78.4%+9.2pp | 82.2%+5.4pp | 70.6%+17.0pp |
| Annual return | 26.30% | 56.73%-30.4pp | 418.34%-392.0pp | 31.24%-4.9pp |
| Employer contribution / active EE | $16,625 | $4,063+309.2% | $4,933+237.0% | $2,726+509.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |