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.
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 | $309,191 | $171,796+80.0% | $111,297+177.8% | $106,520+190.3% |
| Participation rate | 89.2% | 88.6%+0.6pp | 77.3%+11.9pp | 71.3%+17.9pp |
| Annual return | 10.68% | 18.62%-7.9pp | 54.65%-44.0pp | 19.28%-8.6pp |
| Employer contribution / active EE | $5,004 | $4,687+6.8% | $2,731+83.2% | $2,840+76.2% |
| Participant deferral / active EE | $9,132 | $7,845+16.4% | $4,487+103.5% | $4,948+84.6% |
| Admin fee / account holder | $0 | $69-100.0% | $7,964-100.0% | $75-100.0% |