Filed May 20, 2006 (most recent of 2 filings on file)
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 | $316,655 | $165,335+91.5% | $149,696+111.5% | $158,922+99.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.83% | 348.15%-327.3pp | 276.60%-255.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $6,761 | $5,103+32.5% | $4,644+45.6% | $4,761+42.0% |
| Participant deferral / active EE | $6,950 | $7,181-3.2% | $6,842+1.6% | $5,982+16.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |