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 | $475,199 | $110,299+330.8% | $102,423+364.0% | $199,593+138.1% |
| Participation rate | 99.6% | 86.3%+13.3pp | 76.5%+23.1pp | 72.0%+27.6pp |
| Annual return | 29.97% | 35.73%-5.8pp | 29.32%+0.6pp | 34.25%-4.3pp |
| Employer contribution / active EE | $0 | $3,603-100.0% | $3,023-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |