Filed August 11, 2004
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 | $344,837 | $88,583+289.3% | $88,497+289.7% | $273,961+25.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.93% | 5.68%+2.2pp | 7.63%+0.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $18,777 | $4,502+317.0% | $4,036+365.2% | $4,869+285.7% |
| Participant deferral / active EE | $13,270 | $4,891+171.3% | $4,899+170.9% | $5,287+151.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |