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 | $277,120 | $93,131+197.6% | $106,548+160.1% | $86,799+219.3% |
| Participation rate | 99.3% | 81.4%+17.8pp | 76.1%+23.1pp | 72.3%+27.0pp |
| Annual return | 14.77% | 19.45%-4.7pp | 26.80%-12.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $8,285 | $2,895+186.1% | $2,819+193.9% | $2,405+244.4% |
| Participant deferral / active EE | $11,505 | $4,708+144.4% | $4,398+161.6% | $4,131+178.5% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |