Filed November 9, 2005
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,825 | $201,272+55.9% | $184,203+70.4% | $145,922+115.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.01% | 29.00%-20.0pp | 28.81%-19.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $7,008 | $7,022-0.2% | $6,427+9.0% | $4,660+50.4% |
| Participant deferral / active EE | $7,350 | $9,806-25.0% | $9,131-19.5% | $6,688+9.9% |
| Admin fee / account holder | $95 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |