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 | $273,806 | $95,918+185.5% | $151,611+80.6% | $77,904+251.5% |
| Participation rate | 93.1% | 88.7%+4.4pp | 87.5%+5.6pp | 73.7%+19.4pp |
| Annual return | -12.58% | -5.50%-7.1pp | 3.33%-15.9pp | 12.21%-24.8pp |
| Employer contribution / active EE | $11,035 | $4,330+154.8% | $6,166+79.0% | $2,848+287.5% |
| Participant deferral / active EE | $12,070 | $7,508+60.8% | $8,363+44.3% | $4,806+151.2% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |