Filed October 2, 2003
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 | $291,936 | $84,695+244.7% | $73,843+295.3% | $125,391+132.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.58% | 3123.53%-3121.9pp | 2267.84%-2266.3pp | 282.22%-280.6pp |
| Employer contribution / active EE | $13,091 | $3,123+319.2% | $2,787+369.6% | $4,866+169.0% |
| Participant deferral / active EE | $8,134 | $3,992+103.7% | $3,583+127.0% | $5,352+52.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |