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 | $26,849 | $176,662-84.8% | $130,648-79.4% | $152,861-82.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.21% | 2692.24%-2670.0pp | 1708.96%-1686.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,758 | $5,742-69.4% | $4,092-57.0% | $4,762-63.1% |
| Participant deferral / active EE | $1,095 | $4,361-74.9% | $3,603-69.6% | $5,850-81.3% |
| Admin fee / account holder | $228 | $7,133-96.8% | $5,464-95.8% | $11,596-98.0% |