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 | $988,855 | $108,172+814.2% | $77,482+1176.2% | $158,922+522.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.74% | 31.67%-19.9pp | 54.79%-43.0pp | 302.83%-291.1pp |
| Employer contribution / active EE | $20,422 | $1,325+1441.5% | $986+1970.3% | $4,761+328.9% |
| Participant deferral / active EE | $13,300 | $2,456+441.5% | $1,861+614.6% | $5,982+122.3% |
| Admin fee / account holder | $45 | $3,708-98.8% | $2,858-98.4% | $11,246-99.6% |