Filed January 16, 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 | $407,059 | $55,415+634.6% | $155,509+161.8% | $74,495+446.4% |
| Participation rate | 77.7% | 61.9%+15.8pp | 78.2%-0.5pp | 67.2%+10.5pp |
| Annual return | 16.52% | 268.50%-252.0pp | 64.67%-48.1pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $5,956 | $2,267+162.7% | $4,672+27.5% | $2,623+127.1% |
| Participant deferral / active EE | $5,418 | $2,836+91.0% | $5,626-3.7% | $4,346+24.7% |
| Admin fee / account holder | $75 | $1,738-95.7% | $15,912-99.5% | $1,942-96.1% |