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 | $316,712 | $136,310+132.3% | $98,439+221.7% | $103,482+206.1% |
| Participation rate | 94.2% | 89.2%+5.0pp | 75.2%+19.0pp | 73.3%+20.9pp |
| Annual return | 16.70% | 19.67%-3.0pp | 21.16%-4.5pp | 33.11%-16.4pp |
| Employer contribution / active EE | $8,696 | $4,714+84.5% | $3,048+185.3% | $3,208+171.1% |
| Participant deferral / active EE | $15,220 | $7,358+106.9% | $4,738+221.2% | $5,207+192.3% |
| Admin fee / account holder | $0 | $76-100.0% | $8,948-100.0% | $114-100.0% |