Filed March 29, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,863 | $130,141+188.8% | $86,677+333.6% | $77,904+382.5% |
| Participation rate | 99.4% | 85.9%+13.4pp | 76.6%+22.8pp | 73.7%+25.7pp |
| Annual return | 2.94% | -12.75%+15.7pp | 35.91%-33.0pp | 12.21%-9.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,836-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $5,757-100.0% | $4,656-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |