Filed January 6, 2006 (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 | $627,618 | $84,233+645.1% | $170,442+268.2% | $70,131+794.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.20% | 23.06%-3.9pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $23,339 | $3,387+589.1% | $5,433+329.6% | $2,342+896.3% |
| Participant deferral / active EE | $16,099 | $3,086+421.7% | $4,939+225.9% | $3,332+383.2% |
| Admin fee / account holder | $241 | $5,698-95.8% | $13,880-98.3% | $4,645-94.8% |