Filed December 13, 2005 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $490,345 | $69,159+609.0% | $125,175+291.7% | $67,579+625.6% |
| Participation rate | 98.6% | 78.2%+20.4pp | 79.8%+18.8pp | 71.3%+27.3pp |
| Annual return | 7.40% | 27.12%-19.7pp | 43.79%-36.4pp | 378.56%-371.2pp |
| Employer contribution / active EE | $1,886 | $2,023-6.8% | $3,865-51.2% | $2,148-12.2% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |