Filed January 23, 2006
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 | $352,145 | $167,307+110.5% | $143,757+145.0% | $134,475+161.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.14% | 0.46%+4.7pp | -0.04%+5.2pp | 417.96%-412.8pp |
| Employer contribution / active EE | $6,154 | $5,619+9.5% | $4,951+24.3% | $4,740+29.8% |
| Participant deferral / active EE | $7,547 | $6,446+17.1% | $5,637+33.9% | $6,400+17.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |