Filed February 21, 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 | $281,532 | $100,852+179.2% | $90,404+211.4% | $158,922+77.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.68% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $8,314 | $3,689+125.4% | $3,262+154.9% | $4,761+74.6% |
| Participant deferral / active EE | $7,494 | $4,348+72.4% | $3,963+89.1% | $5,982+25.3% |
| Admin fee / account holder | $299 | $6,501-95.4% | $5,611-94.7% | $11,246-97.3% |