Filed June 12, 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 | $739,474 | $99,020+646.8% | $86,590+754.0% | $147,584+401.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.07% | 1312.34%-1291.3pp | 964.84%-943.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $31,854 | $3,132+917.1% | $2,839+1021.9% | $4,876+553.2% |
| Participant deferral / active EE | $9,875 | $3,972+148.6% | $3,609+173.7% | $5,439+81.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |