Filed December 17, 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 | $906,151 | $72,071+1157.3% | $68,368+1225.4% | $137,256+560.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.62% | 353.14%-336.5pp | 292.57%-276.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,640 | $2,788+102.3% | $2,649+112.9% | $4,156+35.7% |
| Participant deferral / active EE | $5,640 | $4,410+27.9% | $4,123+36.8% | $6,407-12.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |