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 | $361,683 | $99,020+265.3% | $86,590+317.7% | $147,584+145.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.31% | 1312.34%-1292.0pp | 964.84%-944.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $11,976 | $3,132+282.4% | $2,839+321.8% | $4,876+145.6% |
| Participant deferral / active EE | $7,643 | $3,972+92.4% | $3,609+111.8% | $5,439+40.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |