Filed October 18, 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 | $323,717 | $202,318+60.0% | $172,739+87.4% | $152,861+111.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 41.16% | 1029.65%-988.5pp | 802.84%-761.7pp | 345.32%-304.2pp |
| Employer contribution / active EE | $10,128 | $5,856+73.0% | $5,143+96.9% | $4,762+112.7% |
| Participant deferral / active EE | $4,327 | $5,948-27.2% | $5,198-16.7% | $5,850-26.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |