Filed August 19, 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 | $0 | $113,935-100.0% | $94,224-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -1.66% | 5.29%-6.9pp | 10.68%-12.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,115 | $4,727-55.3% | $3,587-41.0% | $4,866-56.5% |
| Participant deferral / active EE | $4,281 | $5,179-17.3% | $4,320-0.9% | $5,352-20.0% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |