Filed August 27, 2004
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 | $260,553 | $210,408+23.8% | $153,485+69.8% | $145,922+78.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.94% | 13.37%-2.4pp | 15.65%-4.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $14,503 | $6,048+139.8% | $5,039+187.8% | $4,660+211.2% |
| Participant deferral / active EE | $10,230 | $7,975+28.3% | $6,757+51.4% | $6,688+53.0% |
| Admin fee / account holder | $191 | $19,419-99.0% | $12,724-98.5% | $13,397-98.6% |