Filed June 17, 2005 (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 | $1,147,532 | $73,867+1453.5% | $143,757+698.2% | $68,494+1575.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.10% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $58,817 | $3,184+1747.2% | $4,951+1088.0% | $2,596+2165.4% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | -$1,594 | $5,755-127.7% | $14,673-110.9% | $5,403-129.5% |