Filed June 24, 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 10-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 | $184,657 | $99,020+86.5% | $86,590+113.3% | $147,584+25.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.45% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $6,297 | $3,132+101.0% | $2,839+121.8% | $4,876+29.1% |
| Participant deferral / active EE | $11,218 | $3,972+182.4% | $3,609+210.9% | $5,439+106.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |