Filed December 8, 2003
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 | $467,964 | $100,852+364.0% | $90,404+417.6% | $158,922+194.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.77% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $12,018 | $3,689+225.8% | $3,262+268.4% | $4,761+152.4% |
| Participant deferral / active EE | $13,018 | $4,348+199.4% | $3,963+228.5% | $5,982+117.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |