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 | $307,767 | $164,350+87.3% | $95,952+220.8% | $106,222+189.7% |
| Participation rate | 86.0% | 90.5%-4.5pp | 77.1%+8.9pp | 70.8%+15.2pp |
| Annual return | 13.80% | 14.56%-0.8pp | 91.61%-77.8pp | 21.69%-7.9pp |
| Employer contribution / active EE | $4,908 | $4,292+14.4% | $2,541+93.2% | $2,723+80.2% |
| Participant deferral / active EE | $9,016 | $7,854+14.8% | $4,167+116.4% | $4,600+96.0% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |