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 | $53,046 | $100,754-47.4% | $86,677-38.8% | $134,475-60.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.20% | 29.04%-54.2pp | 35.91%-61.1pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,421 | $3,489-30.6% | $2,836-14.6% | $4,740-48.9% |
| Participant deferral / active EE | $8,073 | $5,338+51.2% | $4,656+73.4% | $6,400+26.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |