Filed May 15, 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 | $295,483 | $153,311+92.7% | $109,313+170.3% | $273,961+7.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,473 | $5,619-20.4% | $3,892+14.9% | $4,869-8.1% |
| Participant deferral / active EE | $8,613 | $3,932+119.0% | $3,166+172.0% | $5,287+62.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |