Filed July 27, 2005 (most recent of 2 filings on file)
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 9-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 | $24,164 | $103,376-76.6% | $87,100-72.3% | $152,861-84.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 2.34% | 28.10%-25.8pp | 28.19%-25.9pp | 345.32%-343.0pp |
| Employer contribution / active EE | $2,142 | $3,220-33.5% | $2,521-15.0% | $4,762-55.0% |
| Participant deferral / active EE | $5,332 | $4,778+11.6% | $4,049+31.7% | $5,850-8.9% |
| Admin fee / account holder | $75 | $12,205-99.4% | $7,497-99.0% | $11,596-99.4% |