Filed February 21, 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 | $264,261 | $129,942+103.4% | $104,294+153.4% | $134,475+96.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.98% | 42.03%-60.0pp | 24.61%-42.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $13,033 | $4,184+211.5% | $3,372+286.6% | $4,740+175.0% |
| Participant deferral / active EE | $24,833 | $5,588+344.4% | $4,625+436.9% | $6,400+288.0% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |