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 | $86,432 | $107,334-19.5% | $92,893-7.0% | $152,861-43.5% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 22.10% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $945 | $4,221-77.6% | $3,653-74.1% | $4,762-80.2% |
| Participant deferral / active EE | $7,064 | $4,845+45.8% | $4,236+66.8% | $5,850+20.7% |
| Admin fee / account holder | $30 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |