Filed July 29, 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 | $343,857 | $92,703+270.9% | $82,719+315.7% | $134,475+155.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.93% | 944.92%-954.9pp | 701.18%-711.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $18,589 | $3,274+467.8% | $3,009+517.8% | $4,740+292.2% |
| Participant deferral / active EE | $18,589 | $4,802+287.1% | $4,395+323.0% | $6,400+190.5% |
| Admin fee / account holder | $51 | $5,983-99.1% | $5,329-99.0% | $11,426-99.6% |