Filed May 18, 2005 (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 | $300,919 | $171,865+75.1% | $149,718+101.0% | $147,584+103.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.59% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $10,860 | $6,275+73.1% | $5,445+99.5% | $4,876+122.7% |
| Participant deferral / active EE | $13,334 | $7,271+83.4% | $6,569+103.0% | $5,439+145.2% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |