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.
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 | $553,294 | $78,419+605.6% | $133,956+313.0% | $73,409+653.7% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.1pp | 72.2%+26.8pp |
| Annual return | 21.02% | 33.35%-12.3pp | 45.09%-24.1pp | 59.29%-38.3pp |
| Employer contribution / active EE | $1,767 | $2,044-13.5% | $3,919-54.9% | $2,234-20.9% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $32 | $161-80.0% | $8,927-99.6% | $158-79.6% |