Filed May 5, 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 | $397,015 | $111,724+255.4% | $93,606+324.1% | $145,922+172.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.93% | 202.98%-192.0pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,680 | $3,090-13.3% | $2,420+10.7% | $4,660-42.5% |
| Participant deferral / active EE | $10,450 | $4,912+112.8% | $4,411+136.9% | $6,688+56.3% |
| Admin fee / account holder | $79 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |