Filed May 5, 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 | $400,276 | $201,272+98.9% | $184,203+117.3% | $145,922+174.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.99% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $7,189 | $7,022+2.4% | $6,427+11.9% | $4,660+54.3% |
| Participant deferral / active EE | $11,303 | $9,806+15.3% | $9,131+23.8% | $6,688+69.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |