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.
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 | $545,915 | $71,142+667.4% | $119,609+356.4% | $64,808+742.4% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.3%+20.4pp | 71.5%+28.2pp |
| Annual return | 30.74% | -10.01%+40.8pp | -14.97%+45.7pp | 32.82%-2.1pp |
| Employer contribution / active EE | $1,099 | $2,497-56.0% | $4,232-74.0% | $2,506-56.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |