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 | $346,883 | $152,281+127.8% | $106,213+226.6% | $99,062+250.2% |
| Participation rate | 98.7% | 92.2%+6.5pp | 75.3%+23.4pp | 71.6%+27.1pp |
| Annual return | 13.93% | 15.00%-1.1pp | 116.14%-102.2pp | 17.66%-3.7pp |
| Employer contribution / active EE | $9,458 | $5,348+76.8% | $3,171+198.2% | $3,262+190.0% |
| Participant deferral / active EE | $16,308 | $8,206+98.7% | $5,016+225.1% | $5,331+205.9% |
| Admin fee / account holder | $0 | $77-100.0% | $11,033-100.0% | $109-100.0% |