Filed March 19, 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 | $373,784 | $138,044+170.8% | $125,339+198.2% | $134,475+178.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.04% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $7,275 | $5,243+38.7% | $4,814+51.1% | $4,740+53.5% |
| Participant deferral / active EE | $13,250 | $7,799+69.9% | $7,446+77.9% | $6,400+107.0% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |