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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $256,871 | $85,135+201.7% | $98,907+159.7% | $73,409+249.9% |
| Participation rate | 98.4% | 81.1%+17.3pp | 76.0%+22.4pp | 72.2%+26.2pp |
| Annual return | 11.50% | 19.14%-7.6pp | 196.43%-184.9pp | 59.29%-47.8pp |
| Employer contribution / active EE | $7,957 | $2,721+192.5% | $2,689+195.9% | $2,234+256.2% |
| Participant deferral / active EE | $10,389 | $4,349+138.9% | $4,244+144.8% | $3,805+173.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,642-100.0% | $158-100.0% |