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 | $40,358 | $209,832-80.8% | $189,513-78.7% | $167,490-75.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.80% | 748.27%-726.5pp | 555.15%-533.3pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,498 | $6,914-63.9% | $6,162-59.5% | $4,837-48.4% |
| Participant deferral / active EE | $3,516 | $8,935-60.7% | $8,221-57.2% | $6,341-44.6% |
| Admin fee / account holder | $55 | $14,293-99.6% | $12,045-99.5% | $12,309-99.6% |