Filed June 10, 2003
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 | $447,195 | $100,852+343.4% | $90,404+394.7% | $158,922+181.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.74% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,730 | $3,689+1.1% | $3,262+14.3% | $4,761-21.7% |
| Participant deferral / active EE | $18,490 | $4,348+325.3% | $3,963+366.5% | $5,982+209.1% |
| Admin fee / account holder | $42 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |