Filed November 9, 2005
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 | $1,749,533 | $183,519+853.3% | $155,509+1025.0% | $145,922+1099.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.00% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $51,750 | $5,313+874.1% | $4,672+1007.6% | $4,660+1010.6% |
| Participant deferral / active EE | $25,875 | $6,462+300.4% | $5,626+359.9% | $6,688+286.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |