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 | $609,722 | $209,411+191.2% | $178,490+241.6% | $158,922+283.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 83.86% | 188.75%-104.9pp | 151.07%-67.2pp | 302.83%-219.0pp |
| Employer contribution / active EE | $9,842 | $5,706+72.5% | $5,011+96.4% | $4,761+106.7% |
| Participant deferral / active EE | $4,692 | $5,954-21.2% | $5,202-9.8% | $5,982-21.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |