Filed February 22, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,638 | $51,288+394.5% | $81,983+209.4% | $73,409+245.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 16.66% | 29.48%-12.8pp | 41.31%-24.6pp | 59.29%-42.6pp |
| Employer contribution / active EE | $8,860 | $1,487+495.8% | $2,498+254.7% | $2,234+296.6% |
| Participant deferral / active EE | $11,512 | $2,715+324.0% | $3,722+209.3% | $3,805+202.5% |
| Admin fee / account holder | $3 | $125-97.8% | $5,664-100.0% | $158-98.3% |