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 | $599,075 | $217,402+175.6% | $185,823+222.4% | $167,490+257.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.10% | 148.36%-129.3pp | 122.05%-102.9pp | 478.56%-459.5pp |
| Employer contribution / active EE | $11,404 | $5,873+94.2% | $5,167+120.7% | $4,837+135.7% |
| Participant deferral / active EE | $23,400 | $6,356+268.1% | $5,568+320.3% | $6,341+269.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |