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 | $277,629 | $125,029+122.1% | $90,749+205.9% | $78,044+255.7% |
| Participation rate | 93.9% | 93.0%+1.0pp | 75.7%+18.2pp | 74.4%+19.5pp |
| Annual return | -8.22% | -14.80%+6.6pp | -12.16%+3.9pp | 10.87%-19.1pp |
| Employer contribution / active EE | $8,559 | $4,916+74.1% | $2,921+193.0% | $3,125+173.9% |
| Participant deferral / active EE | $15,317 | $7,684+99.3% | $4,564+235.6% | $5,084+201.3% |
| Admin fee / account holder | $0 | $56-100.0% | $8,445-100.0% | $79-100.0% |