Filed November 9, 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 | $56,593 | $175,202-67.7% | $149,673-62.2% | $139,434-59.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.59% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $7,050 | $5,474+28.8% | $4,818+46.3% | $4,751+48.4% |
| Participant deferral / active EE | $19,691 | $6,519+202.1% | $5,680+246.7% | $6,710+193.4% |
| Admin fee / account holder | $123 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |