Filed June 6, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,478 | $232,540+11.2% | $185,117+39.6% | $147,584+75.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 4.17% | 43.03%-38.9pp | 40.50%-36.3pp | 578.55%-574.4pp |
| Employer contribution / active EE | $14,188 | $5,195+173.1% | $4,182+239.3% | $4,876+190.9% |
| Participant deferral / active EE | $14,188 | $5,834+143.2% | $5,045+181.2% | $5,439+160.9% |
| Admin fee / account holder | $30 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |