Filed July 31, 2006
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 8-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 | $282,811 | $131,799+114.6% | $200,582+41.0% | $85,563+230.5% |
| Participation rate | 99.2% | 87.9%+11.2pp | 86.9%+12.3pp | 66.0%+33.2pp |
| Annual return | 23.13% | 21.59%+1.5pp | 42.33%-19.2pp | 31.51%-8.4pp |
| Employer contribution / active EE | $5,727 | $4,532+26.4% | $6,419-10.8% | $2,654+115.8% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |