Filed December 6, 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 4-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,622 | $95,862+83.2% | $79,550+120.8% | $134,475+30.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.02% | -2.69%-19.3pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,733 | $3,128-12.6% | $2,413+13.3% | $4,740-42.3% |
| Participant deferral / active EE | $4,843 | $4,693+3.2% | $3,985+21.5% | $6,400-24.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |