Filed April 18, 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 | $142,718 | $105,181+35.7% | $159,436-10.5% | $85,850+66.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 12.98% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,770 | $3,318-16.5% | $4,829-42.6% | $2,565+8.0% |
| Participant deferral / active EE | $6,653 | $5,945+11.9% | $7,352-9.5% | $3,952+68.4% |
| Admin fee / account holder | $230 | $6,933-96.7% | $10,799-97.9% | $6,260-96.3% |