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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,886 | $124,319-54.2% | $111,297-48.9% | $167,490-66.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 30.69% | 37.44%-6.7pp | 54.65%-24.0pp | 478.56%-447.9pp |
| Employer contribution / active EE | $2,319 | $3,435-32.5% | $2,731-15.1% | $4,837-52.1% |
| Participant deferral / active EE | $7,320 | $5,180+41.3% | $4,487+63.1% | $6,341+15.4% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |