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 | $274,484 | $161,802+69.6% | $96,544+184.3% | $96,393+184.8% |
| Participation rate | 89.8% | 92.5%-2.7pp | 76.0%+13.8pp | 71.3%+18.5pp |
| Annual return | 12.23% | 18.41%-6.2pp | 25.84%-13.6pp | 22.88%-10.6pp |
| Employer contribution / active EE | $5,746 | $5,381+6.8% | $2,965+93.8% | $3,238+77.4% |
| Participant deferral / active EE | $10,000 | $8,927+12.0% | $4,851+106.1% | $5,455+83.3% |
| Admin fee / account holder | $0 | $61-100.0% | $8,252-100.0% | $74-100.0% |