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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,044 | $96,635+258.1% | $86,612+299.5% | $139,434+148.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.02% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-363.9pp |
| Employer contribution / active EE | $20,840 | $3,263+538.7% | $3,022+589.5% | $4,751+338.7% |
| Participant deferral / active EE | $20,840 | $4,836+330.9% | $4,438+369.6% | $6,710+210.6% |
| Admin fee / account holder | $49 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |