Filed December 1, 2006 (most recent of 2 filings on file)
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 | $278,415 | $178,759+55.7% | $102,423+171.8% | $106,382+161.7% |
| Participation rate | 89.0% | 91.3%-2.3pp | 76.5%+12.5pp | 69.9%+19.1pp |
| Annual return | 13.91% | 17.23%-3.3pp | 29.32%-15.4pp | 17.37%-3.5pp |
| Employer contribution / active EE | $5,348 | $5,750-7.0% | $3,023+76.9% | $3,364+59.0% |
| Participant deferral / active EE | $9,753 | $9,466+3.0% | $5,053+93.0% | $5,569+75.1% |
| Admin fee / account holder | $0 | $62-100.0% | $9,451-100.0% | $79-100.0% |