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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,947 | $102,604+109.5% | $86,188+149.4% | $139,434+54.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.05% | 1922.51%-1904.5pp | 1168.45%-1150.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,743 | $3,032-9.5% | $2,380+15.2% | $4,751-42.3% |
| Participant deferral / active EE | $4,876 | $4,676+4.3% | $3,985+22.3% | $6,710-27.3% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |