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 | $513,780 | $96,635+431.7% | $86,612+493.2% | $139,434+268.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.05% | 106.41%-84.4pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $11,851 | $3,263+263.2% | $3,022+292.1% | $4,751+149.5% |
| Participant deferral / active EE | $18,253 | $4,836+277.4% | $4,438+311.3% | $6,710+172.0% |
| Admin fee / account holder | $183 | $6,408-97.2% | $5,614-96.7% | $11,403-98.4% |