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 | $91,486 | $109,881-16.7% | $150,045-39.0% | $84,808+7.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.73% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,983 | $3,561+11.8% | $4,693-15.1% | $2,631+51.4% |
| Participant deferral / active EE | $6,565 | $6,636-1.1% | $7,997-17.9% | $4,212+55.9% |
| Admin fee / account holder | $180 | $8,568-97.9% | $13,435-98.7% | $7,344-97.5% |