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 | $271,002 | $143,368+89.0% | $87,100+211.1% | $89,569+202.6% |
| Participation rate | 89.9% | 88.2%+1.7pp | 76.9%+13.0pp | 69.6%+20.3pp |
| Annual return | 24.77% | 28.55%-3.8pp | 28.19%-3.4pp | 34.56%-9.8pp |
| Employer contribution / active EE | $4,863 | $4,012+21.2% | $2,521+92.9% | $2,584+88.2% |
| Participant deferral / active EE | $8,862 | $7,129+24.3% | $4,049+118.9% | $4,220+110.0% |
| Admin fee / account holder | $0 | $61-100.0% | $7,497-100.0% | $72-100.0% |