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 | $71,447 | $82,664-13.6% | $125,339-43.0% | $68,494+4.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,794 | $3,381-17.4% | $4,814-42.0% | $2,596+7.6% |
| Participant deferral / active EE | $6,986 | $6,110+14.3% | $7,446-6.2% | $4,027+73.5% |
| Admin fee / account holder | $79 | $6,275-98.7% | $10,010-99.2% | $5,403-98.5% |