Filed October 18, 2004 (most recent of 2 filings on file)
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 | $287,913 | $98,750+191.6% | $149,696+92.3% | $79,858+260.5% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 20.18% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,523 | $3,216-52.6% | $4,644-67.2% | $2,471-38.4% |
| Participant deferral / active EE | $7,718 | $5,680+35.9% | $6,842+12.8% | $3,740+106.4% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |