Filed January 11, 2006
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 | $275,948 | $105,181+162.4% | $159,436+73.1% | $85,850+221.4% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 18.12% | 45.07%-27.0pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $5,698 | $3,318+71.7% | $4,829+18.0% | $2,565+122.1% |
| Participant deferral / active EE | $8,928 | $5,945+50.2% | $7,352+21.4% | $3,952+125.9% |
| Admin fee / account holder | $13 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |