Filed November 9, 2005
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 | $516,944 | $76,000+580.2% | $154,107+235.4% | $64,186+705.4% |
| Participation rate | 74.4% | 70.4%+4.0pp | 83.0%-8.6pp | 69.6%+4.9pp |
| Annual return | -7.62% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $10,758 | $3,351+221.1% | $5,298+103.1% | $2,381+351.9% |
| Participant deferral / active EE | $11,067 | $3,175+248.6% | $5,081+117.8% | $3,470+219.0% |
| Admin fee / account holder | $223 | $5,596-96.0% | $13,411-98.3% | $4,888-95.4% |