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.
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 | $252,567 | $89,274+182.9% | $149,718+68.7% | $77,958+224.0% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 13.37% | 20.36%-7.0pp | 1501.63%-1488.3pp | 20.87%-7.5pp |
| Employer contribution / active EE | $11,230 | $3,727+201.3% | $5,445+106.2% | $2,310+386.0% |
| Participant deferral / active EE | $11,686 | $5,382+117.1% | $6,569+77.9% | $3,537+230.4% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |