Filed June 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 | $275,140 | $79,428+246.4% | $106,548+158.2% | $79,386+246.6% |
| Participation rate | 96.7% | 74.1%+22.6pp | 76.1%+20.6pp | 70.7%+26.0pp |
| Annual return | 19.61% | 18.27%+1.3pp | 26.80%-7.2pp | 116.85%-97.2pp |
| Employer contribution / active EE | $4,911 | $2,234+119.8% | $2,819+74.2% | $2,427+102.3% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |