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 | $278,476 | $84,784+228.5% | $98,439+182.9% | $74,419+274.2% |
| Participation rate | 97.3% | 81.5%+15.8pp | 75.2%+22.2pp | 70.7%+26.6pp |
| Annual return | 16.11% | 20.59%-4.5pp | 21.16%-5.1pp | 34.38%-18.3pp |
| Employer contribution / active EE | $8,077 | $3,364+140.1% | $3,048+165.0% | $2,637+206.2% |
| Participant deferral / active EE | $10,758 | $5,218+106.2% | $4,738+127.1% | $4,528+137.6% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |