Filed February 5, 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 | $26,842 | $39,798-32.6% | $67,711-60.4% | $59,632-55.0% |
| Participation rate | 97.4% | 57.4%+40.0pp | 67.5%+29.8pp | 68.7%+28.7pp |
| Annual return | 1.08% | 89.94%-88.9pp | 25.41%-24.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $171 | $1,393-87.7% | $2,559-93.3% | $2,203-92.2% |
| Participant deferral / active EE | $1,815 | $2,335-22.3% | $3,585-49.4% | $3,192-43.1% |
| Admin fee / account holder | $3 | $3,212-99.9% | $4,255-99.9% | $4,297-99.9% |