Filed February 21, 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 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 | $408,942 | $117,739+247.3% | $116,228+251.8% | $117,739+247.3% |
| Participation rate | 99.0% | 76.6%+22.3pp | 74.6%+24.4pp | 76.6%+22.3pp |
| Annual return | 19.96% | 17.29%+2.7pp | 90.06%-70.1pp | 17.29%+2.7pp |
| Employer contribution / active EE | $9,828 | $3,746+162.4% | $2,994+228.2% | $3,746+162.4% |
| Participant deferral / active EE | $15,816 | $6,128+158.1% | $4,953+219.3% | $6,128+158.1% |
| Admin fee / account holder | $0 | $112-100.0% | $11,989-100.0% | $112-100.0% |