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 | $294,057 | $110,699+165.6% | $177,821+65.4% | $90,288+225.7% |
| Participation rate | 99.1% | 88.3%+10.7pp | 87.7%+11.3pp | 73.4%+25.7pp |
| Annual return | 12.02% | 22.79%-10.8pp | 48.32%-36.3pp | 53.97%-42.0pp |
| Employer contribution / active EE | $11,046 | $4,118+168.2% | $5,918+86.6% | $2,524+337.6% |
| Participant deferral / active EE | $11,784 | $6,731+75.1% | $7,714+52.8% | $4,232+178.4% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |