Filed May 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,286 | $153,772-75.1% | $133,980-71.4% | $273,961-86.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.61% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,079 | $6,029-82.1% | $5,211-79.3% | $4,869-77.8% |
| Participant deferral / active EE | $1,318 | $6,958-81.1% | $6,282-79.0% | $5,287-75.1% |
| Admin fee / account holder | $40 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |