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 | $313,769 | $153,507+104.4% | $106,548+194.5% | $101,517+209.1% |
| Participation rate | 94.0% | 86.3%+7.7pp | 76.1%+17.9pp | 74.6%+19.5pp |
| Annual return | 16.33% | 15.11%+1.2pp | 26.80%-10.5pp | 21.00%-4.7pp |
| Employer contribution / active EE | $8,191 | $4,668+75.5% | $2,819+190.6% | $2,973+175.5% |
| Participant deferral / active EE | $14,375 | $7,264+97.9% | $4,398+226.9% | $4,873+195.0% |
| Admin fee / account holder | $0 | $74-100.0% | $7,407-100.0% | $139-100.0% |