Filed June 14, 2006 (most recent of 2 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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,927 | $102,966+276.8% | $90,281+329.7% | $152,861+153.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.17% | 95.16%-74.0pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $8,064 | $3,139+156.9% | $2,854+182.5% | $4,762+69.3% |
| Participant deferral / active EE | $12,263 | $4,281+186.4% | $3,885+215.6% | $5,850+109.6% |
| Admin fee / account holder | $167 | $6,171-97.3% | $5,351-96.9% | $11,596-98.6% |