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 | $363,079 | $104,919+246.1% | $116,228+212.4% | $85,563+324.3% |
| Participation rate | 97.4% | 78.6%+18.8pp | 74.6%+22.9pp | 66.0%+31.4pp |
| Annual return | 17.23% | 15.38%+1.8pp | 90.06%-72.8pp | 31.51%-14.3pp |
| Employer contribution / active EE | $9,257 | $3,485+165.6% | $2,994+209.1% | $2,654+248.8% |
| Participant deferral / active EE | $12,026 | $5,306+126.6% | $4,953+142.8% | $4,375+174.9% |
| Admin fee / account holder | $0 | $429-100.0% | $11,989-100.0% | $834-100.0% |