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 | $304,381 | $112,686+170.1% | $169,993+79.1% | $80,160+279.7% |
| Participation rate | 91.0% | 87.4%+3.6pp | 87.0%+4.0pp | 72.9%+18.1pp |
| Annual return | 15.39% | 67.04%-51.7pp | 53.37%-38.0pp | 40.38%-25.0pp |
| Employer contribution / active EE | $11,292 | $4,481+152.0% | $6,785+66.4% | $2,978+279.2% |
| Participant deferral / active EE | $12,575 | $7,876+59.7% | $10,408+20.8% | $5,017+150.6% |
| Admin fee / account holder | $0 | $99-100.0% | $12,815-100.0% | $145-100.0% |