Filed November 16, 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 | $69,489 | $97,757-28.9% | $83,848-17.1% | $135,375-48.7% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -7.48% | 1287.37%-1294.8pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $944 | $4,222-77.6% | $3,631-74.0% | $4,779-80.2% |
| Participant deferral / active EE | $7,660 | $4,682+63.6% | $4,082+87.7% | $5,609+36.6% |
| Admin fee / account holder | $16 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |