Filed December 19, 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 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 | $142,246 | $90,600+57.0% | $79,464+79.0% | $135,375+5.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.29% | 977.43%-970.1pp | 718.14%-710.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $6,323 | $3,068+106.1% | $2,800+125.8% | $4,779+32.3% |
| Participant deferral / active EE | $5,150 | $4,050+27.1% | $3,704+39.0% | $5,609-8.2% |
| Admin fee / account holder | $53 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |