Filed May 20, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,453 | $81,632+237.4% | $70,449+291.0% | $158,922+73.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.53% | 208.40%-186.9pp | 109.03%-87.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $7,323 | $3,217+127.6% | $2,737+167.6% | $4,761+53.8% |
| Participant deferral / active EE | $9,683 | $4,554+112.6% | $3,709+161.1% | $5,982+61.9% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |