Filed May 5, 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 | $212,452 | $95,862+121.6% | $79,550+167.1% | $134,475+58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.33% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,084 | $3,128-1.4% | $2,413+27.8% | $4,740-34.9% |
| Participant deferral / active EE | $12,165 | $4,693+159.2% | $3,985+205.3% | $6,400+90.1% |
| Admin fee / account holder | $224 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |