Filed November 9, 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 6-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 | $44,216 | $87,540-49.5% | $75,781-41.7% | $125,391-64.7% |
| Participation rate | 89.5% | 80.2%+9.3pp | 75.8%+13.7pp | 83.2%+6.3pp |
| Annual return | -0.30% | 13.48%-13.8pp | 9.68%-10.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $4,339 | $3,930+10.4% | $3,323+30.6% | $4,866-10.8% |
| Participant deferral / active EE | $5,038 | $4,229+19.1% | $3,651+38.0% | $5,352-5.9% |
| Admin fee / account holder | $51 | $6,502-99.2% | $5,299-99.0% | $9,540-99.5% |