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 | $263,270 | $156,529+68.2% | $93,606+181.3% | $82,204+220.3% |
| Participation rate | 93.9% | 86.5%+7.4pp | 75.8%+18.1pp | 73.4%+20.5pp |
| Annual return | 22.99% | 20.36%+2.6pp | 32.76%-9.8pp | 26.31%-3.3pp |
| Employer contribution / active EE | $7,505 | $4,800+56.3% | $2,718+176.1% | $2,707+177.2% |
| Participant deferral / active EE | $13,499 | $6,674+102.3% | $4,069+231.8% | $4,246+217.9% |
| Admin fee / account holder | $0 | $65-100.0% | $7,888-100.0% | $76-100.0% |