Filed March 15, 2006
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 | $388,473 | $160,055+142.7% | $140,016+177.4% | $135,375+187.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.60% | 911.38%-906.8pp | 651.12%-646.5pp | 519.73%-515.1pp |
| Employer contribution / active EE | $5,937 | $6,420-7.5% | $5,606+5.9% | $4,779+24.2% |
| Participant deferral / active EE | $5,447 | $7,642-28.7% | $6,927-21.4% | $5,609-2.9% |
| Admin fee / account holder | $278 | $13,328-97.9% | $10,705-97.4% | $10,827-97.4% |