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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $281,548 | $146,341+92.4% | $98,907+184.7% | $93,223+202.0% |
| Participation rate | 94.0% | 89.3%+4.7pp | 76.0%+18.0pp | 74.9%+19.1pp |
| Annual return | 8.91% | 16.85%-7.9pp | 196.43%-187.5pp | 19.29%-10.4pp |
| Employer contribution / active EE | $7,967 | $4,823+65.2% | $2,689+196.3% | $2,680+197.3% |
| Participant deferral / active EE | $14,094 | $7,126+97.8% | $4,244+232.1% | $4,563+208.9% |
| Admin fee / account holder | $0 | $63-100.0% | $6,642-100.0% | $79-100.0% |