Filed February 10, 2005
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 6-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 | $548,646 | $114,047+381.1% | $96,139+470.7% | $167,490+227.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.20% | 189.88%-174.7pp | 191.94%-176.7pp | 478.56%-463.4pp |
| Employer contribution / active EE | $22,172 | $3,427+547.0% | $2,797+692.8% | $4,837+358.3% |
| Participant deferral / active EE | $17,326 | $5,194+233.6% | $4,349+298.4% | $6,341+173.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |