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 | $673,178 | $85,202+690.1% | $172,739+289.7% | $72,985+822.4% |
| Participation rate | 92.1% | 70.1%+22.0pp | 82.6%+9.5pp | 69.5%+22.6pp |
| Annual return | 33.98% | 27.32%+6.7pp | 802.84%-768.9pp | 81.00%-47.0pp |
| Employer contribution / active EE | $20,238 | $3,324+508.8% | $5,143+293.5% | $2,440+729.5% |
| Participant deferral / active EE | $16,061 | $3,260+392.6% | $5,198+209.0% | $3,607+345.2% |
| Admin fee / account holder | $32 | $5,884-99.5% | $13,954-99.8% | $5,124-99.4% |