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 | $311,399 | $92,055+238.3% | $106,213+193.2% | $77,643+301.1% |
| Participation rate | 97.4% | 81.0%+16.3pp | 75.3%+22.1pp | 70.6%+26.8pp |
| Annual return | 12.05% | 17.91%-5.9pp | 116.14%-104.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $8,866 | $3,367+163.3% | $3,171+179.5% | $2,726+225.2% |
| Participant deferral / active EE | $11,708 | $5,386+117.4% | $5,016+133.4% | $4,647+151.9% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |