Filed January 31, 2006 (most recent of 4 filings on file)
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 9-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 | $600,052 | $55,415+982.8% | $155,509+285.9% | $74,495+705.5% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 3.40% | 268.50%-265.1pp | 64.67%-61.3pp | 1364.94%-1361.5pp |
| Employer contribution / active EE | $7,217 | $2,267+218.3% | $4,672+54.5% | $2,623+175.1% |
| Participant deferral / active EE | $2,783 | $2,836-1.9% | $5,626-50.5% | $4,346-36.0% |
| Admin fee / account holder | $226 | $1,738-87.0% | $15,912-98.6% | $1,942-88.4% |