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 | $91,518 | $115,770-20.9% | $101,248-9.6% | $158,922-42.4% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 16.85% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $868 | $4,175-79.2% | $3,660-76.3% | $4,761-81.8% |
| Participant deferral / active EE | $5,801 | $4,957+17.0% | $4,370+32.7% | $5,982-3.0% |
| Admin fee / account holder | $294 | $7,245-95.9% | $5,945-95.1% | $11,246-97.4% |