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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,822 | $105,998-40.7% | $92,233-31.9% | $147,584-57.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.36% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,843 | $4,333-57.5% | $3,679-49.9% | $4,876-62.2% |
| Participant deferral / active EE | $4 | $4,478-99.9% | $3,897-99.9% | $5,439-99.9% |
| Admin fee / account holder | $145 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |