Filed September 1, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,932 | $122,693+170.5% | $184,203+80.2% | $199,593+66.3% |
| Participation rate | 98.4% | 86.8%+11.6pp | 86.8%+11.6pp | 72.0%+26.4pp |
| Annual return | 12.58% | 143.91%-131.3pp | 28.81%-16.2pp | 34.25%-21.7pp |
| Employer contribution / active EE | $12,539 | $4,584+173.5% | $6,427+95.1% | $3,034+313.2% |
| Participant deferral / active EE | $13,969 | $7,990+74.8% | $9,131+53.0% | $5,087+174.6% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |