Filed March 12, 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 5-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 | $69,824 | $154,117-54.7% | $129,995-46.3% | $139,434-49.9% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 22.61% | 32.48%-9.9pp | -137.18%+159.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $7,185 | $5,289+35.9% | $4,320+66.3% | $4,751+51.2% |
| Participant deferral / active EE | $15,989 | $6,710+138.3% | $5,820+174.7% | $6,710+138.3% |
| Admin fee / account holder | $267 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |