Filed March 15, 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 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 | $668,159 | $179,726+271.8% | $156,263+327.6% | $142,382+369.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.29% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $13,629 | $5,069+168.9% | $4,333+214.5% | $4,299+217.0% |
| Participant deferral / active EE | $9,621 | $6,956+38.3% | $6,158+56.2% | $6,507+47.8% |
| Admin fee / account holder | $13 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |