Filed March 29, 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 | $272,067 | $153,772+76.9% | $133,980+103.1% | $273,961-0.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.74% | 36.51%-23.8pp | 29.30%-16.6pp | 41.45%-28.7pp |
| Employer contribution / active EE | $11,507 | $6,029+90.9% | $5,211+120.8% | $4,869+136.4% |
| Participant deferral / active EE | $10,044 | $6,958+44.3% | $6,282+59.9% | $5,287+90.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |