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 | $74,888+1110.0% | $71,209+1172.5% | $142,382+536.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.62% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,640 | $2,854+97.6% | $2,721+107.3% | $4,299+31.2% |
| Participant deferral / active EE | $5,640 | $4,454+26.6% | $4,175+35.1% | $6,507-13.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |