Filed March 15, 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 | $32,829 | $56,054-41.4% | $171,082-80.8% | $62,891-47.8% |
| Participation rate | 80.0% | 62.9%+17.1pp | 76.7%+3.3pp | 69.3%+10.7pp |
| Annual return | 6.18% | 22.52%-16.3pp | 32.56%-26.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $466 | $1,731-73.1% | $4,002-88.3% | $2,281-79.6% |
| Participant deferral / active EE | $1,957 | $3,158-38.0% | $4,797-59.2% | $3,203-38.9% |
| Admin fee / account holder | $178 | $3,647-95.1% | $8,520-97.9% | $4,296-95.9% |