Filed October 24, 2003 (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 | $278,754 | $85,202+227.2% | $172,739+61.4% | $72,985+281.9% |
| Participation rate | 84.9% | 70.1%+14.9pp | 82.6%+2.3pp | 69.5%+15.4pp |
| Annual return | 25.62% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $16,657 | $3,260+410.9% | $5,198+220.5% | $3,607+361.7% |
| Admin fee / account holder | $24 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |