Filed November 22, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,492 | $96,635+146.8% | $86,612+175.4% | $139,434+71.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.77% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $20,500 | $3,263+528.3% | $3,022+578.3% | $4,751+331.5% |
| Participant deferral / active EE | $14,987 | $4,836+209.9% | $4,438+237.7% | $6,710+123.3% |
| Admin fee / account holder | $13 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |